Newbridge Financial Services Group’s Invesco Solar ETF TAN Stock Holding History

Newbridge Financial Services Group’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	$59.1K	Hold	1,000	–	–	0.01%	449
2026 Q1	$55.7K	Buy	+1,000	New	+$55.3K	0.01%	402
2024 Q2	–	Sell	-5	Closed	-$227	–	1222
2024 Q1	$227	Buy	+5	New	+$223	﹤0.01%	1121
2022 Q4	–	Sell	-200	Closed	-$15K	–	1507
2022 Q3	$15K	Hold	200	–	–	0.01%	784
2022 Q2	$14K	Hold	200	–	–	0.01%	765
2022 Q1	$15K	Buy	+200	New	+$13.8K	0.01%	818

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

Newbridge Financial Services Group's TAN Position: Q2 2026 in Review

Newbridge Financial Services Group held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 1,000 shares worth $59.1K. The position accounts for 0.01% of the portfolio, ranked #449.

Newbridge Financial Services Group first reported a position in TAN in Q1 2022 and has held it in 6 quarters since. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Newbridge Financial Services Group held 1,000 shares of Invesco Solar ETF worth $59.1K as of Q2 2026.
Newbridge Financial Services Group left its Invesco Solar ETF share count unchanged in Q2 2026.
Invesco Solar ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #449 holding.
Newbridge Financial Services Group first reported a position in Invesco Solar ETF in Q1 2022 and has held it in 6 quarters since.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.