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North Capital’s Invesco Solar ETF TAN Stock Holding History

North Capital’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
Q4 		– Sell
-773
Closed -$33.7K – 622
2025
Q3 		$33.7K Buy
773
+1
+0.1% +$40 0.03% 259
2025
Q2 		$26.4K Hold
772
– – 0.02% 278
2025
Q1 		$23.5K Buy
+772
New +$25.8K 0.02% 281

Other funds holding TAN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WHGAM
Wealth High Governance Asset Management Sao Paulo $940M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 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
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return
WHGC
Wealth High Governance Capital Sao Paulo, Brazil $334M AUM 165.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

North Capital's TAN Position: Q4 2025 in Review

North Capital sold out of Invesco Solar ETF (TAN) in Q4 2025, closing a stake of 773 shares — an estimated $33.7K sold.

North Capital first reported a position in TAN in Q1 2025 and held it in 3 quarters. The position peaked at $33.7K in Q3 2025. 226 funds tracked by Wall St. Rank hold TAN as of Q4 2025.

  • North Capital reported no remaining Invesco Solar ETF position as of Q4 2025 after selling out during the quarter.
  • North Capital sold 773 Invesco Solar ETF shares in Q4 2025, an estimated $33.7K.
  • North Capital first reported a position in Invesco Solar ETF in Q1 2025 and held it in 3 quarters.
  • North Capital's Invesco Solar ETF position peaked at $33.7K in Q3 2025.
  • 226 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.