Moors & Cabot’s Invesco Solar ETF TAN Stock Holding History

Moors & Cabot’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 Q1	–	Sell	-5,175	Closed	-$254K	–	981
2025 Q4	$254K	Sell	5,175 -500	-9%	-$24.1K	0.01%	765
2025 Q3	$248K	Buy	+5,675	New	+$227K	0.01%	756

Other funds holding TAN

JP Morgan Chase New York $1.56T AUM 27.86% 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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return

Moors & Cabot's TAN Position: Q1 2026 in Review

Moors & Cabot sold out of Invesco Solar ETF (TAN) in Q1 2026, closing a stake of 5,175 shares — an estimated $254K sold.

Moors & Cabot first reported a position in TAN in Q3 2025 and held it in 2 quarters. The position peaked at $254K in Q4 2025. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

Moors & Cabot reported no remaining Invesco Solar ETF position as of Q1 2026 after selling out during the quarter.
Moors & Cabot sold 5,175 Invesco Solar ETF shares in Q1 2026, an estimated $254K.
Moors & Cabot first reported a position in Invesco Solar ETF in Q3 2025 and held it in 2 quarters.
Moors & Cabot's Invesco Solar ETF position peaked at $254K in Q4 2025.
246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.