Lake Hills Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Lake Hills Wealth Management’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	$12.8M	Buy	215,589 +84,121	+64%	+$5.11M	5.8%	4
2026 Q1	$7.32M	Buy	+131,468	New	+$7.28M	4.1%	7
2024 Q1	–	Sell	-35,291	Closed	-$1.88M	–	57
2023 Q4	$1.88M	Buy	+35,291	New	+$1.65M	1.88%	20

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

Lake Hills Wealth Management's TAN Position: Q2 2026 in Review

Lake Hills Wealth Management increased its Invesco Solar ETF (TAN) stake by 64% in Q2 2026, buying an estimated $5.11M and bringing the position to 215,589 shares worth $12.8M. The position accounts for 5.8% of the portfolio, ranked #4.

Lake Hills Wealth Management first reported a position in TAN in Q4 2023 and has held it in 3 quarters since. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Lake Hills Wealth Management held 215,589 shares of Invesco Solar ETF worth $12.8M as of Q2 2026.
Lake Hills Wealth Management bought 84,121 Invesco Solar ETF shares in Q2 2026, an estimated $5.11M.
Invesco Solar ETF made up 5.8% of Lake Hills Wealth Management's portfolio in Q2 2026, its #4 holding.
Lake Hills Wealth Management first reported a position in Invesco Solar ETF in Q4 2023 and has held it in 3 quarters since.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.