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Natural Investments’s Invesco Solar ETF TAN Stock Holding History

Natural Investments’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 		$1M Sell
16,946
-413
-2% -$25.1K 0.22% 95
2026
Q1 		$967K Sell
17,359
-2,309
-12% -$128K 0.24% 92
2025
Q4 		$966K Buy
+19,668
New +$947K 0.24% 93
2025
Q3 		– Sell
-22,353
Closed -$765K – 290
2025
Q2 		$765K Buy
22,353
+2,562
+13% +$80.5K 0.2% 106
2025
Q1 		$602K Sell
19,791
-1,026
-5% -$34.3K 0.17% 119
2024
Q4 		$689K Buy
+20,817
New +$768K 0.19% 120

Other funds holding TAN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Natural Investments's TAN Position: Q2 2026 in Review

Natural Investments reduced its Invesco Solar ETF (TAN) stake by 2.4% in Q2 2026, selling an estimated $25.1K and leaving 16,946 shares worth $1M. The position accounts for 0.22% of the portfolio, ranked #95.

Natural Investments first reported a position in TAN in Q4 2024 and has held it in 6 quarters since. 132 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Natural Investments held 16,946 shares of Invesco Solar ETF worth $1M as of Q2 2026.
  • Natural Investments sold 413 Invesco Solar ETF shares in Q2 2026, an estimated $25.1K.
  • Invesco Solar ETF made up 0.22% of Natural Investments's portfolio in Q2 2026, its #95 holding.
  • Natural Investments first reported a position in Invesco Solar ETF in Q4 2024 and has held it in 6 quarters since.
  • 132 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.