Mivtachim The Workers Social Insurance Fund’s Invesco Solar ETF TAN Stock Holding History

Mivtachim The Workers Social Insurance Fund’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	-317,000	Closed	-$17.7M	–	50
2026 Q1	$17.7M	Buy	317,000 +167,000	+111%	+$9.24M	2.24%	15
2025 Q4	$7.37M	Buy	+150,000	New	+$7.22M	1.02%	27

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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

Mivtachim The Workers Social Insurance Fund's TAN Position: Q2 2026 in Review

Mivtachim The Workers Social Insurance Fund sold out of Invesco Solar ETF (TAN) in Q2 2026, closing a stake of 317,000 shares — an estimated $17.7M sold.

Mivtachim The Workers Social Insurance Fund first reported a position in TAN in Q4 2025 and held it in 2 quarters. The position peaked at $17.7M in Q1 2026. 244 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Mivtachim The Workers Social Insurance Fund reported no remaining Invesco Solar ETF position as of Q2 2026 after selling out during the quarter.
Mivtachim The Workers Social Insurance Fund sold 317,000 Invesco Solar ETF shares in Q2 2026, an estimated $17.7M.
Mivtachim The Workers Social Insurance Fund first reported a position in Invesco Solar ETF in Q4 2025 and held it in 2 quarters.
Mivtachim The Workers Social Insurance Fund's Invesco Solar ETF position peaked at $17.7M in Q1 2026.
244 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Mivtachim The Workers Social Insurance Fund's 13F filing for Q2 2026, filed 6 Aug 2026.