Lloyd Advisory Services’s Invesco Solar ETF TAN Stock Holding History

Lloyd Advisory Services’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 Q3	$10.5K	Buy	+238	New	+$11.9K	﹤0.01%	383

Other funds holding TAN

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM 24.08% 1-Year Est. Return

Lloyd Advisory Services's TAN Position: Q3 2026 in Review

Lloyd Advisory Services opened a new position in Invesco Solar ETF (TAN) in Q3 2026: 238 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #383 among its holdings.

97 funds tracked by Wall St. Rank hold TAN as of Q3 2026.

Lloyd Advisory Services held 238 shares of Invesco Solar ETF worth $10.5K as of Q3 2026.
Invesco Solar ETF was a new Lloyd Advisory Services position in Q3 2026.
Invesco Solar ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q3 2026, its #383 holding.
97 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2026.

Based on Lloyd Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.