NP
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NorthRock Partners’s Invesco Solar ETF TAN Stock Holding History

NorthRock Partners’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
Q2 		– Sell
-339
Closed -$10.3K – 911
2025
Q1 		$10.3K Buy
+339
New +$11.3K ﹤0.01% 778
2024
Q4 		– Sell
-482
Closed -$20.8K – 865
2024
Q3 		$20.8K Sell
482
-18
-4% -$737 ﹤0.01% 742
2024
Q2 		$20.1K Sell
500
-98
-16% -$4.28K ﹤0.01% 717
2024
Q1 		$27.1K Sell
598
-360
-38% -$16.1K ﹤0.01% 693
2023
Q4 		$51.1K Buy
+958
New +$44.9K ﹤0.01% 620

Other funds holding TAN

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

NorthRock Partners's TAN Position: Q2 2025 in Review

NorthRock Partners sold out of Invesco Solar ETF (TAN) in Q2 2025, closing a stake of 339 shares — an estimated $10.3K sold.

NorthRock Partners first reported a position in TAN in Q4 2023 and held it in 5 quarters. The position peaked at $51.1K in Q4 2023. 178 funds tracked by Wall St. Rank hold TAN as of Q2 2025.

  • NorthRock Partners reported no remaining Invesco Solar ETF position as of Q2 2025 after selling out during the quarter.
  • NorthRock Partners sold 339 Invesco Solar ETF shares in Q2 2025, an estimated $10.3K.
  • NorthRock Partners first reported a position in Invesco Solar ETF in Q4 2023 and held it in 5 quarters.
  • NorthRock Partners's Invesco Solar ETF position peaked at $51.1K in Q4 2023.
  • 178 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.