JFS Wealth Advisors’s Invesco Solar ETF TAN Stock Holding History

JFS Wealth Advisors’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
2025 Q2	–	Sell	-3	Closed	-$92	–	1962
2025 Q1	$92	Buy	+3	New	+$100	﹤0.01%	1876
2024 Q4	–	Sell	-23	Closed	-$992	–	1993
2024 Q3	$992	Hold	23	–	–	﹤0.01%	1699
2024 Q2	$925	Hold	23	–	–	﹤0.01%	1683
2024 Q1	$1.04K	Hold	23	–	–	﹤0.01%	1649
2023 Q4	$1.23K	Hold	23	–	–	﹤0.01%	1592
2023 Q3	$1.19K	Hold	23	–	–	﹤0.01%	1547
2023 Q2	$1.64K	Hold	23	–	–	﹤0.01%	1459
2023 Q1	$1.79K	Sell	23 -150	-87%	-$11.5K	﹤0.01%	1408
2022 Q4	$12.6K	Hold	173	–	–	﹤0.01%	631
2022 Q3	$13K	Hold	173	–	–	﹤0.01%	664
2022 Q2	$12K	Hold	173	–	–	﹤0.01%	720
2022 Q1	$13K	Hold	173	–	–	﹤0.01%	719
2021 Q4	$13K	Hold	173	–	–	﹤0.01%	650
2021 Q3	$14K	Buy	+173	New	+$14.6K	﹤0.01%	597

Other funds holding TAN

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

JFS Wealth Advisors's TAN Position: Q2 2025 in Review

JFS Wealth Advisors sold out of Invesco Solar ETF (TAN) in Q2 2025, closing a stake of 3 shares — an estimated $92 sold.

JFS Wealth Advisors first reported a position in TAN in Q3 2021 and held it in 14 quarters. The position peaked at $14K in Q3 2021. 178 funds tracked by Wall St. Rank hold TAN as of Q2 2025.

JFS Wealth Advisors reported no remaining Invesco Solar ETF position as of Q2 2025 after selling out during the quarter.
JFS Wealth Advisors sold 3 Invesco Solar ETF shares in Q2 2025, an estimated $92.
JFS Wealth Advisors first reported a position in Invesco Solar ETF in Q3 2021 and held it in 14 quarters.
JFS Wealth Advisors's Invesco Solar ETF position peaked at $14K in Q3 2021.
178 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.