KAS
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Kestra Advisory Services’s Invesco Solar ETF TAN Stock Holding History

Kestra Advisory Services’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 		$577K Sell
9,747
-998
-9% -$60.6K ﹤0.01% 2234
2026
Q1 		$599K Buy
10,745
+852
+9% +$47.1K ﹤0.01% 2084
2025
Q4 		$486K Sell
9,893
-1,914
-16% -$92.2K ﹤0.01% 2165
2025
Q3 		$515K Sell
11,807
-1,101
-9% -$44K ﹤0.01% 2049
2025
Q2 		$442K Buy
12,908
+892
+7% +$28K ﹤0.01% 2054
2025
Q1 		$366K Sell
12,016
-1,564
-12% -$52.3K ﹤0.01% 2031
2024
Q4 		$450K Sell
13,580
-10,419
-43% -$384K ﹤0.01% 1941
2024
Q3 		$1.03M Sell
23,999
-423
-2% -$17.3K 0.01% 1309
2024
Q2 		$982K Sell
24,422
-169
-0.7% -$7.38K 0.01% 1329
2024
Q1 		$1.12M Buy
24,591
+363
+1% +$16.2K 0.01% 1174
2023
Q4 		$1.29M Buy
24,228
+3,476
+17% +$163K 0.01% 996
2023
Q3 		$1.07M Buy
20,752
+344
+2% +$21.2K 0.01% 958
2023
Q2 		$1.46M Sell
20,408
-118
-0.6% -$8.51K 0.01% 814
2023
Q1 		$1.59M Sell
20,526
-12,998
-39% -$996K 0.02% 736
2022
Q4 		$2.45M Buy
33,524
+15,908
+90% +$1.2M 0.02% 663
2022
Q3 		$1.3M Sell
17,616
-9,475
-35% -$765K 0.01% 847
2022
Q2 		$1.93M Buy
27,091
+6,102
+29% +$423K 0.02% 690
2022
Q1 		$1.58M Buy
20,989
+1,756
+9% +$121K 0.02% 759
2021
Q4 		$1.48M Buy
19,233
+76
+0.4% +$6.66K 0.02% 813
2021
Q3 		$1.53M Buy
19,157
+246
+1% +$20.7K 0.02% 814
2021
Q2 		$1.69M Buy
18,911
+2,345
+14% +$191K 0.02% 714
2021
Q1 		$1.52M Sell
16,566
-3,795
-19% -$399K 0.02% 692
2020
Q4 		$2.08M Buy
20,361
+3,452
+20% +$276K 0.02% 589
2020
Q3 		$1.1M Buy
+16,909
New +$850K 0.02% 594

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

Kestra Advisory Services's TAN Position: Q2 2026 in Review

Kestra Advisory Services reduced its Invesco Solar ETF (TAN) stake by 9.3% in Q2 2026, selling an estimated $60.6K and leaving 9,747 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #2234.

Kestra Advisory Services first reported a position in TAN in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.45M in Q4 2022. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Kestra Advisory Services held 9,747 shares of Invesco Solar ETF worth $577K as of Q2 2026.
  • Kestra Advisory Services sold 998 Invesco Solar ETF shares in Q2 2026, an estimated $60.6K.
  • Invesco Solar ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2234 holding.
  • Kestra Advisory Services first reported a position in Invesco Solar ETF in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Invesco Solar ETF position peaked at $2.45M in Q4 2022.
  • 243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.