Janney Montgomery Scott
TAN icon

Janney Montgomery Scott’s Invesco Solar ETF TAN Stock Holding History

Janney Montgomery Scott’s Portfolio TAN Stock Details TAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$475K Buy
+8,025
New +$487K ﹤0.01% 2425
2026
Q1 		– Sell
-7,369
Closed -$362K – 3036
2025
Q4 		$362K Buy
7,369
+1,822
+33% +$87.7K ﹤0.01% 2421
2025
Q3 		$242K Sell
5,547
-296
-5% -$11.8K ﹤0.01% 2623
2025
Q2 		$200K Sell
5,843
-1,464
-20% -$46K ﹤0.01% 2572
2025
Q1 		$223K Buy
7,307
+107
+1% +$3.58K ﹤0.01% 2479
2024
Q4 		$238K Sell
7,200
-3,235
-31% -$119K ﹤0.01% 2459
2024
Q3 		$450K Buy
+10,435
New +$427K ﹤0.01% 2042
2024
Q2 		– Sell
-18,079
Closed -$820K – 2806
2024
Q1 		$820K Sell
18,079
-11,723
-39% -$523K ﹤0.01% 1641
2023
Q4 		$1.59M Sell
29,802
-39,792
-57% -$1.86M 0.01% 1219
2023
Q3 		$3.6M Buy
69,594
+780
+1% +$48K 0.01% 786
2023
Q2 		$4.92M Sell
68,814
-5,773
-8% -$416K 0.02% 706
2023
Q1 		$5.79M Buy
74,587
+1,527
+2% +$117K 0.02% 597
2022
Q4 		$5.33M Buy
73,060
+3,247
+5% +$245K 0.02% 650
2022
Q3 		$5.14M Buy
69,813
+524
+0.8% +$42.3K 0.02% 622
2022
Q2 		$5M Buy
69,289
+11,683
+20% +$809K 0.02% 602
2022
Q1 		$4.35M Buy
57,606
+9,419
+20% +$651K 0.02% 633
2021
Q4 		$3.71M Buy
48,187
+297
+0.6% +$26K 0.01% 725
2021
Q3 		$3.83M Buy
47,890
+3,884
+9% +$327K 0.02% 695
2021
Q2 		$3.93M Buy
44,006
+4,300
+11% +$350K 0.02% 671
2021
Q1 		$3.64M Buy
39,706
+10,507
+36% +$1.1M 0.02% 657
2020
Q4 		$3M Buy
29,199
+10,113
+53% +$810K 0.01% 716
2020
Q3 		$1.24M Buy
+19,086
New +$960K 0.01% 1001
2015
Q3 		– Sell
-5,192
Closed -$204K – 1463
2015
Q2 		$204K Buy
5,192
+54
+1% +$2.44K ﹤0.01% 1787
2015
Q1 		$228K Buy
+5,138
New +$198K ﹤0.01% 1996
2014
Q4 		– Sell
-5,397
Closed -$219K – 2385
2014
Q3 		$219K Buy
+5,397
New +$229K ﹤0.01% 1901

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HI
Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Janney Montgomery Scott's TAN Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in Invesco Solar ETF (TAN) in Q2 2026: 8,025 shares worth $475K. The stake represents ﹤0.01% of the portfolio and ranks #2425 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in TAN as recently as Q4 2025.

Janney Montgomery Scott first reported a position in TAN in Q3 2014 and has held it in 25 quarters since. The position peaked at $5.79M in Q1 2023. 244 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Janney Montgomery Scott held 8,025 shares of Invesco Solar ETF worth $475K as of Q2 2026.
  • Invesco Solar ETF was a new Janney Montgomery Scott position in Q2 2026.
  • Invesco Solar ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2425 holding.
  • Janney Montgomery Scott first reported a position in Invesco Solar ETF in Q3 2014 and has held it in 25 quarters since.
  • Janney Montgomery Scott's Invesco Solar ETF position peaked at $5.79M in Q1 2023.
  • 244 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.