Marshall & Sterling Wealth Advisors’s Invesco Solar ETF TAN Stock Holding History

Marshall & Sterling Wealth Advisors’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	$4.17K	Hold	71	–	–	﹤0.01%	274
2026 Q1	$3.93K	Hold	71	–	–	﹤0.01%	267
2025 Q4	$3.46K	Hold	71	–	–	﹤0.01%	275
2025 Q3	$3.08K	Hold	71	–	–	﹤0.01%	543
2025 Q2	$2.42K	Hold	71	–	–	﹤0.01%	532
2025 Q1	$2.15K	Hold	71	–	–	﹤0.01%	536
2024 Q4	$2.34K	Buy	+71	New	+$2.62K	﹤0.01%	301

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

Marshall & Sterling Wealth Advisors's TAN Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 71 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Marshall & Sterling Wealth Advisors first reported a position in TAN in Q4 2024 and has held it in 7 quarters since. 244 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Marshall & Sterling Wealth Advisors held 71 shares of Invesco Solar ETF worth $4.17K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its Invesco Solar ETF share count unchanged in Q2 2026.
Invesco Solar ETF made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #274 holding.
Marshall & Sterling Wealth Advisors first reported a position in Invesco Solar ETF in Q4 2024 and has held it in 7 quarters since.
244 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.