Johnson Financial Group Inc (Wisconsin)’s Invesco Solar ETF TAN Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$49.5K	Sell	837 -36	-4%	-$2.19K	﹤0.01%	478
2026 Q1	$48.6K	Sell	873 -144	-14%	-$7.97K	﹤0.01%	483
2025 Q4	$50K	Hold	1,017	–	–	﹤0.01%	503
2025 Q3	$44.4K	Sell	1,017 -131	-11%	-$5.24K	﹤0.01%	622
2025 Q2	$39.3K	Buy	+1,148	New	+$36.1K	﹤0.01%	480
2024 Q4	–	Sell	-3,745	Closed	-$161K	–	983
2024 Q3	$161K	Buy	3,745 +1,889	+102%	+$77.3K	0.01%	380
2024 Q2	$74.6K	Sell	1,856 -100	-5%	-$4.37K	﹤0.01%	409
2024 Q1	$88.7K	Buy	+1,956	New	+$87.3K	﹤0.01%	366
2023 Q1	–	Sell	-198	Closed	-$14.4K	–	707
2022 Q4	$14.4K	Buy	+198	New	+$14.9K	﹤0.01%	467

Other funds holding TAN

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return

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

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

Johnson Financial Group Inc (Wisconsin)'s TAN Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Invesco Solar ETF (TAN) stake by 4.1% in Q2 2026, selling an estimated $2.19K and leaving 837 shares worth $49.5K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Johnson Financial Group Inc (Wisconsin) first reported a position in TAN in Q4 2022 and has held it in 9 quarters since. The position peaked at $161K in Q3 2024. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 837 shares of Invesco Solar ETF worth $49.5K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) sold 36 Invesco Solar ETF shares in Q2 2026, an estimated $2.19K.
Invesco Solar ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #478 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Invesco Solar ETF in Q4 2022 and has held it in 9 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Invesco Solar ETF position peaked at $161K in Q3 2024.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.