O'Shaughnessy Asset Management’s Invesco Solar ETF TAN Stock Holding History

O'Shaughnessy Asset 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	$16.3K	Buy	275 +274	+27,400%	+$16.6K	﹤0.01%	2400
2026 Q1	$56	Hold	1	–	–	﹤0.01%	2629
2025 Q4	$49	Hold	1	–	–	﹤0.01%	2618
2025 Q3	$44	Hold	1	–	–	﹤0.01%	2537
2025 Q2	$34	Hold	1	–	–	﹤0.01%	2358
2025 Q1	$30	Hold	1	–	–	﹤0.01%	2289
2024 Q4	$33	Hold	1	–	–	﹤0.01%	2181
2024 Q3	$39	Buy	+1	New	+$41	﹤0.01%	2105
2023 Q2	–	Sell	-20	Closed	-$1.55K	–	1573
2023 Q1	$1.55K	Buy	+20	New	+$1.53K	﹤0.01%	1459

Other funds holding TAN

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return

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

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

O'Shaughnessy Asset Management's TAN Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Invesco Solar ETF (TAN) stake by 27,400% in Q2 2026, buying an estimated $16.6K and bringing the position to 275 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2400.

O'Shaughnessy Asset Management first reported a position in TAN in Q1 2023 and has held it in 9 quarters since. 244 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

O'Shaughnessy Asset Management held 275 shares of Invesco Solar ETF worth $16.3K as of Q2 2026.
O'Shaughnessy Asset Management bought 274 Invesco Solar ETF shares in Q2 2026, an estimated $16.6K.
Invesco Solar ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2400 holding.
O'Shaughnessy Asset Management first reported a position in Invesco Solar ETF in Q1 2023 and has held it in 9 quarters since.
244 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.