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MAI Capital Management’s Invesco Solar ETF TAN Stock Holding History

MAI Capital 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 		– Sell
-2,923
Closed -$163K – 4429
2026
Q1 		$163K Hold
2,923
– – ﹤0.01% 1569
2025
Q4 		$144K Hold
2,923
– – ﹤0.01% 1453
2025
Q3 		$128K Sell
2,923
-83
-3% -$3.32K ﹤0.01% 1447
2025
Q2 		$103K Sell
3,006
-15
-0.5% -$471 ﹤0.01% 1466
2025
Q1 		$92K Sell
3,021
-38
-1% -$1.27K ﹤0.01% 1435
2024
Q4 		$101K Buy
+3,059
New +$113K ﹤0.01% 1427
2024
Q1 		– Sell
-3,877
Closed -$207K – 1258
2023
Q4 		$207K Sell
3,877
-82
-2% -$3.84K ﹤0.01% 1012
2023
Q3 		$205K Sell
3,959
-392
-9% -$24.1K ﹤0.01% 957
2023
Q2 		$311K Buy
4,351
+63
+1% +$4.54K ﹤0.01% 803
2023
Q1 		$333K Sell
4,288
-541
-11% -$41.5K 0.01% 761
2022
Q4 		$352K Buy
4,829
+1,121
+30% +$84.5K 0.01% 718
2022
Q3 		$273K Buy
3,708
+585
+19% +$47.2K 0.01% 729
2022
Q2 		$223K Buy
3,123
+15
+0.5% +$1.04K ﹤0.01% 772
2022
Q1 		$235K Hold
3,108
– – ﹤0.01% 773
2021
Q4 		$239K Hold
3,108
– – ﹤0.01% 771
2021
Q3 		$249K Buy
+3,108
New +$262K ﹤0.01% 671

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

MAI Capital Management's TAN Position: Q2 2026 in Review

MAI Capital Management sold out of Invesco Solar ETF (TAN) in Q2 2026, closing a stake of 2,923 shares — an estimated $163K sold.

MAI Capital Management first reported a position in TAN in Q3 2021 and held it in 16 quarters. The position peaked at $352K in Q4 2022. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • MAI Capital Management reported no remaining Invesco Solar ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 2,923 Invesco Solar ETF shares in Q2 2026, an estimated $163K.
  • MAI Capital Management first reported a position in Invesco Solar ETF in Q3 2021 and held it in 16 quarters.
  • MAI Capital Management's Invesco Solar ETF position peaked at $352K in Q4 2022.
  • 243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.