Money Design’s Invesco Solar ETF TAN Stock Holding History

Money Design’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	$1.2M	Sell	35,023 -4,075	-10%	-$128K	0.06%	69
2025 Q1	$1.19M	Buy	39,098 +1,098	+3%	+$36.7K	0.06%	71
2024 Q4	$1.28M	Sell	38,000 -6,162	-14%	-$227K	0.07%	74
2024 Q3	$1.9M	Sell	44,162 -5,396	-11%	-$221K	0.09%	69
2024 Q2	$1.99M	Sell	49,558 -13,546	-21%	-$592K	0.11%	69
2024 Q1	$2.86M	Sell	63,104 -1,272	-2%	-$56.7K	0.16%	66
2023 Q4	$3.43M	Sell	64,376 -21,276	-25%	-$996K	0.19%	64
2023 Q3	$4.44M	Buy	85,652 +4	+0%	+$246	0.27%	63
2023 Q2	$6.12M	Sell	85,648 -1,742	-2%	-$126K	0.36%	61
2023 Q1	$6.78M	Buy	87,390 +537	+0.6%	+$41.1K	0.4%	58
2022 Q4	$6.33M	Buy	86,853 +45,666	+111%	+$3.44M	0.4%	64
2022 Q3	$3.03M	Buy	+41,187	New	+$3.32M	0.21%	71

Other funds holding TAN

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Money Design's TAN Position: Q2 2025 in Review

Money Design reduced its Invesco Solar ETF (TAN) stake by 10% in Q2 2025, selling an estimated $128K and leaving 35,023 shares worth $1.2M. The position accounts for 0.06% of the portfolio, ranked #69.

Money Design first reported a position in TAN in Q3 2022 and has held it in 12 quarters since. The position peaked at $6.78M in Q1 2023. 178 funds tracked by Wall St. Rank hold TAN as of Q2 2025.

Money Design held 35,023 shares of Invesco Solar ETF worth $1.2M as of Q2 2025.
Money Design sold 4,075 Invesco Solar ETF shares in Q2 2025, an estimated $128K.
Invesco Solar ETF made up 0.06% of Money Design's portfolio in Q2 2025, its #69 holding.
Money Design first reported a position in Invesco Solar ETF in Q3 2022 and has held it in 12 quarters since.
Money Design's Invesco Solar ETF position peaked at $6.78M in Q1 2023.
178 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.