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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
Q1 		$26.5K Hold
475
– – 0.02% 204
2025
Q4 		$23.3K Buy
+475
New +$22.9K 0.02% 174

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CI
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return

Osbon Capital Management's TAN Position: Q1 2026 in Review

Osbon Capital Management held its Invesco Solar ETF (TAN) position steady in Q1 2026 at 475 shares worth $26.5K. The position accounts for 0.02% of the portfolio, ranked #204.

Osbon Capital Management first reported a position in TAN in Q4 2025 and has held it in 2 quarters since. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

  • Osbon Capital Management held 475 shares of Invesco Solar ETF worth $26.5K as of Q1 2026.
  • Osbon Capital Management left its Invesco Solar ETF share count unchanged in Q1 2026.
  • Invesco Solar ETF made up 0.02% of Osbon Capital Management's portfolio in Q1 2026, its #204 holding.
  • Osbon Capital Management first reported a position in Invesco Solar ETF in Q4 2025 and has held it in 2 quarters since.
  • 246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.