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Lodestone Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Lodestone 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 		$20.3K Hold
343
– – 0.01% 416
2026
Q1 		$19.1K Hold
343
– – 0.01% 422
2025
Q4 		$16.8K Buy
+343
New +$16.5K 0.01% 430

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

Lodestone Wealth Management's TAN Position: Q2 2026 in Review

Lodestone Wealth Management held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 343 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #416.

Lodestone Wealth Management first reported a position in TAN in Q4 2025 and has held it in 3 quarters since. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Lodestone Wealth Management held 343 shares of Invesco Solar ETF worth $20.3K as of Q2 2026.
  • Lodestone Wealth Management left its Invesco Solar ETF share count unchanged in Q2 2026.
  • Invesco Solar ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #416 holding.
  • Lodestone Wealth Management first reported a position in Invesco Solar ETF in Q4 2025 and has held it in 3 quarters since.
  • 243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.