NBT Bank’s Invesco Solar ETF TAN Stock Holding History

NBT Bank’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 Q3	–	Sell	-100	Closed	-$3.43K	–	841
2025 Q2	$3.43K	Sell	100 -75	-43%	-$2.36K	﹤0.01%	724
2025 Q1	$5.33K	Sell	175 -30	-15%	-$1K	﹤0.01%	705
2024 Q4	$6.79K	Hold	205	–	–	﹤0.01%	682
2024 Q3	$8.84K	Buy	+205	New	+$8.39K	﹤0.01%	701

Other funds holding TAN

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

FCC

Florin Court Capital London, United Kingdom $61.2M AUM 41.57% 1-Year Est. Return

NBT Bank's TAN Position: Q3 2025 in Review

NBT Bank sold out of Invesco Solar ETF (TAN) in Q3 2025, closing a stake of 100 shares — an estimated $3.43K sold.

NBT Bank first reported a position in TAN in Q3 2024 and held it in 4 quarters. The position peaked at $8.84K in Q3 2024. 183 funds tracked by Wall St. Rank hold TAN as of Q3 2025.

NBT Bank reported no remaining Invesco Solar ETF position as of Q3 2025 after selling out during the quarter.
NBT Bank sold 100 Invesco Solar ETF shares in Q3 2025, an estimated $3.43K.
NBT Bank first reported a position in Invesco Solar ETF in Q3 2024 and held it in 4 quarters.
NBT Bank's Invesco Solar ETF position peaked at $8.84K in Q3 2024.
183 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2025.

Based on NBT Bank's 13F filing for Q3 2025, filed 28 Oct 2025.