L.J. Altfest & Co’s Invesco Solar ETF TAN Stock Holding History

L.J. Altfest & Co’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	–	Sell	-65,557	Closed	-$3.65M	–	351
2026 Q1	$3.65M	Sell	65,557 -17,916	-21%	-$991K	0.39%	55
2025 Q4	$4.1M	Buy	+83,473	New	+$4.02M	0.45%	48
2025 Q2	–	Sell	-81,321	Closed	-$2.48M	–	365
2025 Q1	$2.48M	Buy	+81,321	New	+$2.72M	0.31%	59
2024 Q4	–	Sell	-47,014	Closed	-$2.03M	–	363
2024 Q3	$2.03M	Sell	47,014 -10,696	-19%	-$438K	0.27%	66
2024 Q2	$2.32M	Buy	57,710 +27,430	+91%	+$1.2M	0.32%	55
2024 Q1	$1.37M	Sell	30,280 -14,898	-33%	-$665K	0.19%	84
2023 Q4	$2.41M	Buy	45,178 +10,955	+32%	+$513K	0.35%	57
2023 Q3	$1.77M	Buy	34,223 +5,195	+18%	+$320K	0.28%	56
2023 Q2	$2.07M	Buy	+29,028	New	+$2.09M	0.31%	51

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

L.J. Altfest & Co's TAN Position: Q2 2026 in Review

L.J. Altfest & Co sold out of Invesco Solar ETF (TAN) in Q2 2026, closing a stake of 65,557 shares — an estimated $3.65M sold.

L.J. Altfest & Co first reported a position in TAN in Q2 2023 and held it in 9 quarters. The position peaked at $4.1M in Q4 2025. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

L.J. Altfest & Co reported no remaining Invesco Solar ETF position as of Q2 2026 after selling out during the quarter.
L.J. Altfest & Co sold 65,557 Invesco Solar ETF shares in Q2 2026, an estimated $3.65M.
L.J. Altfest & Co first reported a position in Invesco Solar ETF in Q2 2023 and held it in 9 quarters.
L.J. Altfest & Co's Invesco Solar ETF position peaked at $4.1M in Q4 2025.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.