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

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 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. 79 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.
79 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.