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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
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 $1.56T AUM 27.86% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return

MAI Capital Management's TAN Position: Q1 2026 in Review

MAI Capital Management held its Invesco Solar ETF (TAN) position steady in Q1 2026 at 2,923 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

MAI Capital Management first reported a position in TAN in Q3 2021 and has held it in 16 quarters since. The position peaked at $352K in Q4 2022. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

  • MAI Capital Management held 2,923 shares of Invesco Solar ETF worth $163K as of Q1 2026.
  • MAI Capital Management left its Invesco Solar ETF share count unchanged in Q1 2026.
  • Invesco Solar ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1569 holding.
  • MAI Capital Management first reported a position in Invesco Solar ETF in Q3 2021 and has held it in 16 quarters since.
  • MAI Capital Management's Invesco Solar ETF position peaked at $352K in Q4 2022.
  • 246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.