NBC Securities’s Invesco Solar ETF TAN Stock Holding History

NBC Securities’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	$50.2K	Hold	849	–	–	﹤0.01%	1290
2026 Q1	$47.3K	Sell	849 -2	-0.2%	-$111	﹤0.01%	1340
2025 Q4	$41.8K	Sell	851 -200	-19%	-$9.63K	﹤0.01%	1427
2025 Q3	$45.9K	Sell	1,051 -100	-9%	-$4K	﹤0.01%	1362
2025 Q2	$39K	Sell	1,151 -10	-0.9%	-$314	﹤0.01%	1415
2025 Q1	$35K	Buy	1,161 +1,160	+116,000%	+$38.8K	﹤0.01%	1279
2024 Q4	$38	Sell	1 -1,160	-100%	-$42.8K	﹤0.01%	1079
2024 Q3	$50K	Hold	1,161	–	–	﹤0.01%	1178
2024 Q2	$46K	Sell	1,161 -512	-31%	-$22.4K	﹤0.01%	1168
2024 Q1	$75K	Hold	1,673	–	–	0.01%	1021
2023 Q4	$89K	Sell	1,673 -55	-3%	-$2.58K	0.01%	975
2023 Q3	$89K	Buy	+1,728	New	+$106K	0.01%	972

Other funds holding TAN

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

NBC Securities's TAN Position: Q2 2026 in Review

NBC Securities held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 849 shares worth $50.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

NBC Securities first reported a position in TAN in Q3 2023 and has held it in 12 quarters since. The position peaked at $89K in Q4 2023. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

NBC Securities held 849 shares of Invesco Solar ETF worth $50.2K as of Q2 2026.
NBC Securities left its Invesco Solar ETF share count unchanged in Q2 2026.
Invesco Solar ETF made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1290 holding.
NBC Securities first reported a position in Invesco Solar ETF in Q3 2023 and has held it in 12 quarters since.
NBC Securities's Invesco Solar ETF position peaked at $89K in Q4 2023.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.