Next Level Wealth Planning’s Invesco Solar ETF TAN Stock Holding History

Next Level Wealth Planning’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 Q3	$15K	Buy	+340	New	+$17K	0.01%	297

Other funds holding TAN

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM 24.08% 1-Year Est. Return

Next Level Wealth Planning's TAN Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Invesco Solar ETF (TAN) in Q3 2026: 340 shares worth $15K. The stake represents 0.01% of the portfolio and ranks #297 among its holdings.

97 funds tracked by Wall St. Rank hold TAN as of Q3 2026.

Next Level Wealth Planning held 340 shares of Invesco Solar ETF worth $15K as of Q3 2026.
Invesco Solar ETF was a new Next Level Wealth Planning position in Q3 2026.
Invesco Solar ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #297 holding.
97 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.