NewEdge Wealth’s Invesco Solar ETF TAN Stock Holding History

NewEdge Wealth’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	$241K	Hold	4,068	–	–	﹤0.01%	1115
2026 Q1	$227K	Buy	+4,068	New	+$225K	﹤0.01%	1053
2025 Q4	–	Sell	-4,068	Closed	-$209K	–	1210
2025 Q3	$209K	Buy	+4,068	New	+$163K	﹤0.01%	978
2024 Q1	–	Sell	-4,023	Closed	-$215K	–	850
2023 Q4	$215K	Hold	4,023	–	–	0.01%	698
2023 Q3	$208K	Buy	+4,023	New	+$248K	0.01%	612

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

NewEdge Wealth's TAN Position: Q2 2026 in Review

NewEdge Wealth held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 4,068 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

NewEdge Wealth first reported a position in TAN in Q3 2023 and has held it in 5 quarters since. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

NewEdge Wealth held 4,068 shares of Invesco Solar ETF worth $241K as of Q2 2026.
NewEdge Wealth left its Invesco Solar ETF share count unchanged in Q2 2026.
Invesco Solar ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1115 holding.
NewEdge Wealth first reported a position in Invesco Solar ETF in Q3 2023 and has held it in 5 quarters since.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.