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LFG
Larson Financial Group’s
Invesco Solar ETF
TAN
Stock Holding History
Larson Financial 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
$34.6K
Buy
622
+236
+61%
+$13.1K
﹤0.01%
1557
2025
Q4
$19K
Hold
386
–
–
﹤0.01%
1757
2025
Q3
$16.8K
Hold
386
–
–
﹤0.01%
1738
2025
Q2
$13.2K
Hold
386
–
–
﹤0.01%
1680
2025
Q1
$11.8K
Sell
386
-874
-69%
-$29.2K
﹤0.01%
1573
2024
Q4
$41.7K
Buy
1,260
+5
+0.4%
+$184
﹤0.01%
958
2024
Q3
$54.1K
Sell
1,255
-1,691
-57%
-$69.2K
﹤0.01%
885
2024
Q2
$118K
Buy
2,946
+114
+4%
+$4.98K
0.01%
607
2024
Q1
$128K
Sell
2,832
-196
-6%
-$8.74K
0.01%
496
2023
Q4
$162K
Sell
3,028
-455
-13%
-$21.3K
0.01%
398
2023
Q3
$180K
Buy
3,483
+2,676
+332%
+$165K
0.02%
344
2023
Q2
$57.6K
Buy
807
+149
+23%
+$10.7K
0.01%
525
2023
Q1
$51.1K
Hold
658
–
–
0.01%
548
2022
Q4
$48K
Hold
658
–
–
0.01%
522
2022
Q3
$48K
Sell
658
-48
-7%
-$3.87K
0.01%
474
2022
Q2
$50K
Hold
706
–
–
0.01%
372
2022
Q1
$53K
Sell
706
-35
-5%
-$2.42K
0.01%
368
2021
Q4
$57K
Buy
741
+224
+43%
+$19.6K
0.01%
364
2021
Q3
$41K
Sell
517
-21
-4%
-$1.77K
0.01%
333
2021
Q2
$48K
Buy
538
+141
+36%
+$11.5K
0.01%
287
2021
Q1
$36K
Buy
+397
New
+$41.7K
0.01%
311
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1-Year Est. Return
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$376B AUM
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1-Year Est. Return
Millennium Management
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$134B AUM
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1-Year Est. Return
LP
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London, United Kingdom
$10.9B AUM
60.68%
1-Year Est. Return
AWM
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$18.5B AUM
19.51%
1-Year Est. Return
HI
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New York
$175M AUM
14.3%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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