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

Mascoma 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
2025 Q2	–	Sell	-180	Closed	-$5.48K	–	498
2025 Q1	$5.48K	Hold	180	–	–	﹤0.01%	391
2024 Q4	$5.96K	Hold	180	–	–	﹤0.01%	392
2024 Q3	$7.76K	Hold	180	–	–	﹤0.01%	342
2024 Q2	$7.24K	Hold	180	–	–	﹤0.01%	367
2024 Q1	$8.17K	Sell	180 -117	-39%	-$5.22K	﹤0.01%	337
2023 Q4	$15.9K	Hold	297	–	–	﹤0.01%	284
2023 Q3	$15.4K	Hold	297	–	–	﹤0.01%	294
2023 Q2	$18.4K	Hold	297	–	–	0.01%	272
2023 Q1	$21.4K	Sell	297 -25	-8%	-$1.92K	0.01%	332
2022 Q4	$23.5K	Hold	322	–	–	0.01%	316
2022 Q3	$24K	Hold	322	–	–	0.01%	316
2022 Q2	$23K	Buy	322 +180	+127%	+$12.5K	0.01%	333
2022 Q1	$11K	Sell	142 -100	-41%	-$6.91K	﹤0.01%	426
2021 Q4	$19K	Buy	242 +50	+26%	+$4.38K	0.01%	338
2021 Q3	$15K	Buy	+192	New	+$16.2K	0.01%	315
2021 Q2	–	Sell	-192	Closed	-$18K	–	388
2021 Q1	$18K	Buy	+192	New	+$20.2K	0.01%	302

Other funds holding TAN

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mascoma Wealth Management's TAN Position: Q2 2025 in Review

Mascoma Wealth Management sold out of Invesco Solar ETF (TAN) in Q2 2025, closing a stake of 180 shares — an estimated $5.48K sold.

Mascoma Wealth Management first reported a position in TAN in Q1 2021 and held it in 16 quarters. The position peaked at $24K in Q3 2022. 178 funds tracked by Wall St. Rank hold TAN as of Q2 2025.

Mascoma Wealth Management reported no remaining Invesco Solar ETF position as of Q2 2025 after selling out during the quarter.
Mascoma Wealth Management sold 180 Invesco Solar ETF shares in Q2 2025, an estimated $5.48K.
Mascoma Wealth Management first reported a position in Invesco Solar ETF in Q1 2021 and held it in 16 quarters.
Mascoma Wealth Management's Invesco Solar ETF position peaked at $24K in Q3 2022.
178 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2025.

Based on Mascoma Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.