Marshall Wace’s Invesco Solar ETF TAN Stock Holding History

Marshall Wace’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	-4,820	Closed	-$269K	–	3733
2026 Q1	$269K	Buy	+4,820	New	+$267K	﹤0.01%	2687
2022 Q4	–	Sell	-11,180	Closed	-$823K	–	3410
2022 Q3	$823K	Buy	+11,180	New	+$902K	﹤0.01%	2500
2022 Q2	–	Sell	-9,299	Closed	-$701K	–	3833
2022 Q1	$701K	Buy	+9,299	New	+$643K	﹤0.01%	2624
2021 Q1	–	Sell	-8,874	Closed	-$912K	–	2845
2020 Q4	$912K	Buy	+8,874	New	+$710K	﹤0.01%	1249

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 Wace's TAN Position: Q2 2026 in Review

Marshall Wace sold out of Invesco Solar ETF (TAN) in Q2 2026, closing a stake of 4,820 shares — an estimated $269K sold.

Marshall Wace first reported a position in TAN in Q4 2020 and held it in 4 quarters. The position peaked at $912K in Q4 2020. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Marshall Wace reported no remaining Invesco Solar ETF position as of Q2 2026 after selling out during the quarter.
Marshall Wace sold 4,820 Invesco Solar ETF shares in Q2 2026, an estimated $269K.
Marshall Wace first reported a position in Invesco Solar ETF in Q4 2020 and held it in 4 quarters.
Marshall Wace's Invesco Solar ETF position peaked at $912K in Q4 2020.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.