Keystone Wealth Services’s Invesco Solar ETF TAN Stock Holding History

Keystone Wealth 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	$290K	Hold	4,900	–	–	0.05%	257
2026 Q1	$273K	Hold	4,900	–	–	0.06%	253
2025 Q4	$241K	Hold	4,900	–	–	0.05%	225
2025 Q3	$214K	Buy	+4,900	New	+$196K	0.05%	280

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

Keystone Wealth Services's TAN Position: Q2 2026 in Review

Keystone Wealth Services held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 4,900 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #257.

Keystone Wealth Services first reported a position in TAN in Q3 2025 and has held it in 4 quarters since. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Keystone Wealth Services held 4,900 shares of Invesco Solar ETF worth $290K as of Q2 2026.
Keystone Wealth Services left its Invesco Solar ETF share count unchanged in Q2 2026.
Invesco Solar ETF made up 0.05% of Keystone Wealth Services's portfolio in Q2 2026, its #257 holding.
Keystone Wealth Services first reported a position in Invesco Solar ETF in Q3 2025 and has held it in 4 quarters since.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.