LMR Partners’s Invesco Solar ETF TAN Stock Holding History

LMR Partners’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
2025 Q1	–	Sell	-5,000	Closed	-$166K	–	1630
2024 Q4	$166K	Buy	+5,000	New	+$184K	﹤0.01%	961

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

LMR Partners's TAN Position: Q2 2026 in Review

LMR Partners sold out of Invesco Solar ETF (TAN) in Q2 2026, closing a stake of 233,207 shares — an estimated $13M sold.

LMR Partners first reported a position in TAN in Q1 2022 and held it in 10 quarters. The position peaked at $23.2M in Q2 2022. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

LMR Partners reported no remaining Invesco Solar ETF position as of Q2 2026 after selling out during the quarter.
LMR Partners sold 233,207 Invesco Solar ETF shares in Q2 2026, an estimated $13M.
LMR Partners first reported a position in Invesco Solar ETF in Q1 2022 and held it in 10 quarters.
LMR Partners's Invesco Solar ETF position peaked at $23.2M in Q2 2022.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.