MA
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Mutual Advisors’s Invesco Solar ETF TAN Stock Holding History

Mutual Advisors’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 		$262K Sell
4,709
-1,100
-19% -$60.9K 0.01% 1175
2025
Q4 		$285K Sell
5,809
-1,055
-15% -$50.8K 0.01% 1107
2025
Q3 		$319K Sell
6,864
-137
-2% -$5.47K 0.01% 1029
2025
Q2 		$274K Sell
7,001
-1,136
-14% -$35.7K 0.01% 1006
2025
Q1 		$243K Sell
8,137
-1,077
-12% -$36K 0.01% 967
2024
Q4 		$320K Sell
9,214
-1,406
-13% -$51.9K 0.01% 867
2024
Q3 		$395K Sell
10,620
-1,382
-12% -$56.6K 0.01% 792
2024
Q2 		$500K Sell
12,002
-25,542
-68% -$1.12M 0.02% 692
2024
Q1 		$1.7M Buy
37,544
+1,037
+3% +$46.3K 0.05% 315
2023
Q4 		$1.95M Sell
36,507
-3,134
-8% -$147K 0.07% 281
2023
Q3 		$2.05M Buy
39,641
+192
+0.5% +$11.8K 0.08% 234
2023
Q2 		$2.82M Buy
39,449
+211
+0.5% +$15.2K 0.11% 190
2023
Q1 		$3.05M Buy
39,238
+307
+0.8% +$23.5K 0.13% 170
2022
Q4 		$2.84M Sell
38,931
-70
-0.2% -$5.28K 0.13% 172
2022
Q3 		$2.87M Sell
39,001
-1,216
-3% -$98.1K 0.15% 139
2022
Q2 		$2.87M Sell
40,217
-253
-0.6% -$17.5K 0.19% 120
2022
Q1 		$3.05M Buy
40,470
+1,661
+4% +$115K 0.17% 137
2021
Q4 		$2.99M Buy
38,809
+1,233
+3% +$108K 0.16% 153
2021
Q3 		$3M Sell
37,576
-65
-0.2% -$5.47K 0.18% 138
2021
Q2 		$3.36M Buy
37,641
+3,913
+12% +$318K 0.2% 127
2021
Q1 		$3.1M Buy
33,728
+10,660
+46% +$1.12M 0.21% 111
2020
Q4 		$2.37M Buy
23,068
+5,695
+33% +$456K 0.18% 134
2020
Q3 		$1.13M Buy
+17,373
New +$873K 0.1% 220

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return

Mutual Advisors's TAN Position: Q1 2026 in Review

Mutual Advisors reduced its Invesco Solar ETF (TAN) stake by 19% in Q1 2026, selling an estimated $60.9K and leaving 4,709 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #1175.

Mutual Advisors first reported a position in TAN in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.36M in Q2 2021. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

  • Mutual Advisors held 4,709 shares of Invesco Solar ETF worth $262K as of Q1 2026.
  • Mutual Advisors sold 1,100 Invesco Solar ETF shares in Q1 2026, an estimated $60.9K.
  • Invesco Solar ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1175 holding.
  • Mutual Advisors first reported a position in Invesco Solar ETF in Q3 2020 and has held it in 23 quarters since.
  • Mutual Advisors's Invesco Solar ETF position peaked at $3.36M in Q2 2021.
  • 246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.