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Osbon Capital Management’s Invesco Solar ETF TAN Stock Holding History

Osbon Capital 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
Q2 		$28.1K Sell
474
-1
-0.2% -$61 0.02% 166
2026
Q1 		$26.5K Hold
475
– – 0.02% 204
2025
Q4 		$23.3K Buy
+475
New +$22.9K 0.02% 174

Other funds holding TAN

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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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HI
Humankind Investments New York $209M AUM 26.41% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Osbon Capital Management's TAN Position: Q2 2026 in Review

Osbon Capital Management reduced its Invesco Solar ETF (TAN) stake by 0.21% in Q2 2026, selling an estimated $61 and leaving 474 shares worth $28.1K. The position accounts for 0.02% of the portfolio, ranked #166.

Osbon Capital Management first reported a position in TAN in Q4 2025 and has held it in 3 quarters since. 244 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Osbon Capital Management held 474 shares of Invesco Solar ETF worth $28.1K as of Q2 2026.
  • Osbon Capital Management sold 1 Invesco Solar ETF share in Q2 2026, an estimated $61.
  • Invesco Solar ETF made up 0.02% of Osbon Capital Management's portfolio in Q2 2026, its #166 holding.
  • Osbon Capital Management first reported a position in Invesco Solar ETF in Q4 2025 and has held it in 3 quarters since.
  • 244 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.