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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
Q2 		$48.4K Buy
818
+196
+32% +$11.9K ﹤0.01% 1534
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

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HI
Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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

Larson Financial Group's TAN Position: Q2 2026 in Review

Larson Financial Group increased its Invesco Solar ETF (TAN) stake by 32% in Q2 2026, buying an estimated $11.9K and bringing the position to 818 shares worth $48.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

Larson Financial Group first reported a position in TAN in Q1 2021 and has held it in 22 quarters since. The position peaked at $180K in Q3 2023. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Larson Financial Group held 818 shares of Invesco Solar ETF worth $48.4K as of Q2 2026.
  • Larson Financial Group bought 196 Invesco Solar ETF shares in Q2 2026, an estimated $11.9K.
  • Invesco Solar ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1534 holding.
  • Larson Financial Group first reported a position in Invesco Solar ETF in Q1 2021 and has held it in 22 quarters since.
  • Larson Financial Group's Invesco Solar ETF position peaked at $180K in Q3 2023.
  • 243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.