Mather Group’s Invesco Solar ETF TAN Stock Holding History

Mather Group’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 Q3	$3.03K	Buy	69 +14	+25%	+$701	﹤0.01%	1950
2026 Q2	$3.25K	Hold	55	–	–	﹤0.01%	1682
2026 Q1	$3.06K	Buy	+55	New	+$3.04K	﹤0.01%	1645
2025 Q4	–	Sell	-55	Closed	-$2.4K	–	1539
2025 Q3	$2.4K	Buy	+55	New	+$2.2K	﹤0.01%	1513
2025 Q2	–	Sell	-55	Closed	-$1.68K	–	1603
2025 Q1	$1.68K	Hold	55	–	–	﹤0.01%	1592
2024 Q4	$1.82K	Hold	55	–	–	﹤0.01%	1551
2024 Q3	$2.37K	Sell	55 -660	-92%	-$27K	﹤0.01%	1446
2024 Q2	$32.4K	Buy	+715	New	+$31.2K	﹤0.01%	1120
2023 Q3	–	Sell	-285	Closed	-$20.4K	–	620
2023 Q2	$20.4K	Buy	+285	New	+$20.6K	﹤0.01%	583

Other funds holding TAN

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Aries Wealth Management Portland, Maine $519M AUM 19.77% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Mather Group's TAN Position: Q3 2026 in Review

Mather Group increased its Invesco Solar ETF (TAN) stake by 25% in Q3 2026, buying an estimated $701 and bringing the position to 69 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Mather Group first reported a position in TAN in Q2 2023 and has held it in 9 quarters since. The position peaked at $32.4K in Q2 2024. 41 funds tracked by Wall St. Rank hold TAN as of Q3 2026.

Mather Group held 69 shares of Invesco Solar ETF worth $3.03K as of Q3 2026.
Mather Group bought 14 Invesco Solar ETF shares in Q3 2026, an estimated $701.
Invesco Solar ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1950 holding.
Mather Group first reported a position in Invesco Solar ETF in Q2 2023 and has held it in 9 quarters since.
Mather Group's Invesco Solar ETF position peaked at $32.4K in Q2 2024.
41 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.