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Kilter Group’s Invesco Solar ETF TAN Stock Holding History

Kilter Group’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 		$288K Sell
5,166
-1,195
-19% -$66.1K 0.12% 47
2025
Q4 		$312K Sell
6,361
-40
-0.6% -$1.93K 0.14% 51
2025
Q3 		$279K Hold
6,401
– – 0.13% 50
2025
Q2 		$219K Buy
+6,401
New +$201K 0.1% 52
2025
Q1 		– Sell
-6,501
Closed -$215K – 48
2024
Q4 		$215K Buy
+6,501
New +$240K 0.14% 43

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Kilter Group's TAN Position: Q1 2026 in Review

Kilter Group reduced its Invesco Solar ETF (TAN) stake by 19% in Q1 2026, selling an estimated $66.1K and leaving 5,166 shares worth $288K. The position accounts for 0.12% of the portfolio, ranked #47.

Kilter Group first reported a position in TAN in Q4 2024 and has held it in 5 quarters since. The position peaked at $312K in Q4 2025. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

  • Kilter Group held 5,166 shares of Invesco Solar ETF worth $288K as of Q1 2026.
  • Kilter Group sold 1,195 Invesco Solar ETF shares in Q1 2026, an estimated $66.1K.
  • Invesco Solar ETF made up 0.12% of Kilter Group's portfolio in Q1 2026, its #47 holding.
  • Kilter Group first reported a position in Invesco Solar ETF in Q4 2024 and has held it in 5 quarters since.
  • Kilter Group's Invesco Solar ETF position peaked at $312K in Q4 2025.
  • 246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.