Jones Financial Companies
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Jones Financial Companies’s Invesco Solar ETF TAN Stock Holding History

Jones Financial Companies’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
Q1 		$8.78K Buy
+161
New +$8.91K ﹤0.01% 3631
2013
Q4 		– Sell
-188
Closed -$6K – 501
2013
Q3 		$6K Buy
+188
New +$5.28K ﹤0.01% 571

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return

Jones Financial Companies's TAN Position: Q1 2026 in Review

Jones Financial Companies opened a new position in Invesco Solar ETF (TAN) in Q1 2026: 161 shares worth $8.78K. The stake represents ﹤0.01% of the portfolio and ranks #3631 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in TAN as recently as Q3 2013.

Jones Financial Companies first reported a position in TAN in Q3 2013 and has held it in 2 quarters since. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

  • Jones Financial Companies held 161 shares of Invesco Solar ETF worth $8.78K as of Q1 2026.
  • Invesco Solar ETF was a new Jones Financial Companies position in Q1 2026.
  • Invesco Solar ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3631 holding.
  • Jones Financial Companies first reported a position in Invesco Solar ETF in Q3 2013 and has held it in 2 quarters since.
  • 246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.