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TAN icon

NewEdge Advisors’s Invesco Solar ETF TAN Stock Holding History

NewEdge 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
Q2 		$17.6K Buy
298
+110
+59% +$6.68K ﹤0.01% 3393
2026
Q1 		$10.5K Buy
188
+118
+169% +$6.53K ﹤0.01% 3388
2025
Q4 		$3.44K Hold
70
– – ﹤0.01% 3772
2025
Q3 		$3.05K Sell
70
-34
-33% -$1.36K ﹤0.01% 3678
2025
Q2 		$3.56K Hold
104
– – ﹤0.01% 3489
2025
Q1 		$3.17K Buy
104
+34
+49% +$1.14K ﹤0.01% 3410
2024
Q4 		$2.32K Sell
70
-860
-92% -$31.7K ﹤0.01% 3418
2024
Q3 		$40.1K Sell
930
-90
-9% -$3.68K ﹤0.01% 2508
2024
Q2 		$41K Sell
1,020
-27,646
-96% -$1.21M ﹤0.01% 2412
2024
Q1 		$1.3M Buy
28,666
+27,327
+2,041% +$1.22M 0.01% 870
2023
Q4 		$71.4K Buy
1,339
+71
+6% +$3.33K ﹤0.01% 2091
2023
Q3 		$65.7K Hold
1,268
– – ﹤0.01% 2001
2023
Q2 		$90.6K Sell
1,268
-150
-11% -$10.8K ﹤0.01% 1878
2023
Q1 		$110K Sell
1,418
-1,152
-45% -$88.3K ﹤0.01% 1719
2022
Q4 		$95.1K Sell
2,570
-3,292
-56% -$248K ﹤0.01% 1462
2022
Q3 		$432K Buy
+5,862
New +$473K 0.01% 1040
2022
Q1 		– Sell
-3,374
Closed -$260K – 1595
2021
Q4 		$260K Sell
3,374
-87
-3% -$7.62K ﹤0.01% 1400
2021
Q3 		$277K Sell
3,461
-5,547
-62% -$467K 0.01% 932
2021
Q2 		$805K Buy
+9,008
New +$733K 0.02% 567
2021
Q1 		– Sell
-9,983
Closed -$1.03M – 1110
2020
Q4 		$1.03M Buy
9,983
+5,273
+112% +$422K 0.03% 413
2020
Q3 		$305K Sell
4,710
-3,345
-42% -$168K 0.01% 709
2020
Q2 		$291K Buy
+8,055
New +$255K 0.01% 682
2020
Q1 		– Sell
-12,961
Closed -$399K – 897
2019
Q4 		$399K Buy
12,961
+1,344
+12% +$38.9K 0.02% 589
2019
Q3 		$341K Buy
11,617
+184
+2% +$5.49K 0.02% 608
2019
Q2 		$323K Buy
11,433
+1,166
+11% +$30.2K 0.02% 507
2019
Q1 		$238K Buy
+10,267
New +$233K 0.02% 589

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HI
Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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

NewEdge Advisors's TAN Position: Q2 2026 in Review

NewEdge Advisors increased its Invesco Solar ETF (TAN) stake by 59% in Q2 2026, buying an estimated $6.68K and bringing the position to 298 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3393.

NewEdge Advisors first reported a position in TAN in Q1 2019 and has held it in 26 quarters since. The position peaked at $1.3M in Q1 2024. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • NewEdge Advisors held 298 shares of Invesco Solar ETF worth $17.6K as of Q2 2026.
  • NewEdge Advisors bought 110 Invesco Solar ETF shares in Q2 2026, an estimated $6.68K.
  • Invesco Solar ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3393 holding.
  • NewEdge Advisors first reported a position in Invesco Solar ETF in Q1 2019 and has held it in 26 quarters since.
  • NewEdge Advisors's Invesco Solar ETF position peaked at $1.3M in Q1 2024.
  • 243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.