Jim Simons’s Invesco Solar ETF TAN Stock Holding History

Jim Simons’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 Q3	–	Sell	-13,874	Closed	-$475K	–	3910
2025 Q2	$475K	Buy	+13,874	New	+$436K	﹤0.01%	2857
2025 Q1	–	Sell	-20,100	Closed	-$666K	–	3828
2024 Q4	$666K	Buy	+20,100	New	+$742K	﹤0.01%	2708
2024 Q2	–	Sell	-12,500	Closed	-$567K	–	3951
2024 Q1	$567K	Buy	+12,500	New	+$558K	﹤0.01%	2809
2023 Q4	–	Sell	-7,700	Closed	-$399K	–	4123
2023 Q3	$399K	Buy	+7,700	New	+$474K	﹤0.01%	2816
2023 Q1	–	Sell	-4,000	Closed	-$292K	–	4391
2022 Q4	$292K	Buy	+4,000	New	+$301K	﹤0.01%	3231
2022 Q2	–	Sell	-12,700	Closed	-$958K	–	4565
2022 Q1	$958K	Buy	+12,700	New	+$878K	﹤0.01%	2754
2021 Q1	–	Sell	-2,000	Closed	-$206K	–	3695
2020 Q4	$206K	Sell	2,000 -27,500	-93%	-$2.2M	﹤0.01%	3126
2020 Q3	$1.91M	Buy	+29,500	New	+$1.48M	﹤0.01%	2163
2020 Q2	–	Sell	-16,400	Closed	-$414K	–	3764
2020 Q1	$414K	Buy	+16,400	New	+$535K	﹤0.01%	2849
2019 Q3	–	Sell	-35,000	Closed	-$989K	–	3694
2019 Q2	$989K	Buy	+35,000	New	+$906K	﹤0.01%	2684

Other funds holding TAN

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

FCC

Florin Court Capital London, United Kingdom $61.2M AUM 41.57% 1-Year Est. Return

Jim Simons's TAN Position: Q3 2025 in Review

Jim Simons sold out of Invesco Solar ETF (TAN) in Q3 2025, closing a stake of 13,874 shares — an estimated $475K sold.

Jim Simons first reported a position in TAN in Q2 2019 and held it in 10 quarters. The position peaked at $1.91M in Q3 2020. 183 funds tracked by Wall St. Rank hold TAN as of Q3 2025.

Jim Simons reported no remaining Invesco Solar ETF position as of Q3 2025 after selling out during the quarter.
Jim Simons sold 13,874 Invesco Solar ETF shares in Q3 2025, an estimated $475K.
Jim Simons first reported a position in Invesco Solar ETF in Q2 2019 and held it in 10 quarters.
Jim Simons's Invesco Solar ETF position peaked at $1.91M in Q3 2020.
183 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2025.

Based on Renaissance Technologies's 13F filing for Q3 2025, filed 13 Nov 2025.