Northwestern Mutual Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Northwestern Mutual Wealth Management’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 Q1	$352K	Sell	6,327 -75	-1%	-$4.15K	﹤0.01%	1689
2025 Q4	$314K	Buy	6,402 +1,763	+38%	+$84.9K	﹤0.01%	1700
2025 Q3	$202K	Buy	4,639 +298	+7%	+$11.9K	﹤0.01%	1788
2025 Q2	$149K	Sell	4,341 -40	-0.9%	-$1.26K	﹤0.01%	1861
2025 Q1	$133K	Sell	4,381 -804	-16%	-$26.9K	﹤0.01%	1825
2024 Q4	$172K	Sell	5,185 -418	-7%	-$15.4K	﹤0.01%	1716
2024 Q3	$242K	Buy	5,603 +330	+6%	+$13.5K	﹤0.01%	1560
2024 Q2	$212K	Sell	5,273 -401	-7%	-$17.5K	﹤0.01%	1541
2024 Q1	$257K	Sell	5,674 -2,767	-33%	-$123K	﹤0.01%	1470
2023 Q4	$450K	Sell	8,441 -52,229	-86%	-$2.45M	﹤0.01%	1247
2023 Q3	$3.14M	Buy	60,670 +2,246	+4%	+$138K	﹤0.01%	607
2023 Q2	$4.17M	Buy	58,424 +4,506	+8%	+$325K	0.01%	536
2023 Q1	$4.19M	Sell	53,918 -1,305	-2%	-$100K	0.01%	517
2022 Q4	$4.03M	Sell	55,223 -3,394	-6%	-$256K	0.01%	511
2022 Q3	$4.32M	Buy	58,617 +6,466	+12%	+$522K	0.01%	452
2022 Q2	$3.72M	Buy	52,151 +4,042	+8%	+$280K	0.01%	492
2022 Q1	$3.63M	Buy	48,109 +5,171	+12%	+$357K	0.01%	508
2021 Q4	$3.31M	Buy	42,938 +11,756	+38%	+$1.03M	0.01%	499
2021 Q3	$2.49M	Buy	31,182 +26,185	+524%	+$2.2M	﹤0.01%	527
2021 Q2	$447K	Sell	4,997 -7,810	-61%	-$635K	﹤0.01%	1027
2021 Q1	$1.18M	Buy	12,807 +10,934	+584%	+$1.15M	﹤0.01%	645
2020 Q4	$192K	Buy	+1,873	New	+$150K	﹤0.01%	1153
2019 Q4	–	Sell	-200	Closed	-$6K	–	2609
2019 Q3	$6K	Buy	200 +70	+54%	+$2.09K	﹤0.01%	2061
2019 Q2	$4K	Buy	+130	New	+$3.36K	﹤0.01%	2183
2018 Q1	–	Sell	-158	Closed	-$4K	–	2416
2017 Q4	$4K	Buy	+158	New	+$3.77K	﹤0.01%	1989
2017 Q3	–	Sell	-97	Closed	-$2K	–	2261
2017 Q2	$2K	Buy	+97	New	+$1.76K	﹤0.01%	1887
2016 Q2	–	Sell	-100	Closed	-$2K	–	2252
2016 Q1	$2K	Buy	+100	New	+$2.4K	﹤0.01%	1911
2015 Q3	–	Sell	-75	Closed	-$3K	–	1824
2015 Q2	$3K	Buy	+75	New	+$3.38K	﹤0.01%	1215

Other funds holding TAN

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return

Northwestern Mutual Wealth Management's TAN Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Invesco Solar ETF (TAN) stake by 1.2% in Q1 2026, selling an estimated $4.15K and leaving 6,327 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

Northwestern Mutual Wealth Management first reported a position in TAN in Q2 2015 and has held it in 28 quarters since. The position peaked at $4.32M in Q3 2022. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

Northwestern Mutual Wealth Management held 6,327 shares of Invesco Solar ETF worth $352K as of Q1 2026.
Northwestern Mutual Wealth Management sold 75 Invesco Solar ETF shares in Q1 2026, an estimated $4.15K.
Invesco Solar ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1689 holding.
Northwestern Mutual Wealth Management first reported a position in Invesco Solar ETF in Q2 2015 and has held it in 28 quarters since.
Northwestern Mutual Wealth Management's Invesco Solar ETF position peaked at $4.32M in Q3 2022.
246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.