Pacific Center for Financial Services’s Invesco Solar ETF TAN Stock Holding History

Pacific Center for Financial Services’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	$2.27K	Hold	38	–	–	﹤0.01%	426
2026 Q1	$2.14K	Hold	38	–	–	﹤0.01%	430
2025 Q4	$1.68K	Hold	38	–	–	﹤0.01%	420
2025 Q3	$1.68K	Hold	38	–	–	﹤0.01%	420
2025 Q2	$1.32K	Hold	38	–	–	﹤0.01%	416
2025 Q1	$1.17K	Sell	38 -99	-72%	-$3.31K	﹤0.01%	428
2024 Q4	$4.55K	Hold	137	–	–	﹤0.01%	368
2024 Q3	$5.92K	Hold	137	–	–	﹤0.01%	349
2024 Q2	$5.52K	Sell	137 -82	-37%	-$3.58K	﹤0.01%	348
2024 Q1	$9.95K	Hold	219	–	–	﹤0.01%	300
2023 Q4	$11.7K	Hold	219	–	–	﹤0.01%	268
2023 Q3	$11.3K	Hold	219	–	–	﹤0.01%	272
2023 Q2	$15.6K	Hold	219	–	–	0.01%	251
2023 Q1	$17K	Buy	+219	New	+$16.8K	0.01%	242
2022 Q3	$25K	Hold	340	–	–	0.01%	207
2022 Q2	$24K	Hold	340	–	–	0.01%	205
2022 Q1	$26K	Hold	340	–	–	0.01%	208
2021 Q4	$26K	Hold	340	–	–	0.01%	212
2021 Q3	$27K	Hold	340	–	–	0.01%	205
2021 Q2	$30K	Hold	340	–	–	0.01%	195
2021 Q1	$31K	Buy	340 +30	+10%	+$3.15K	0.01%	184
2020 Q4	$32K	Buy	+310	New	+$24.8K	0.01%	174

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

Pacific Center for Financial Services's TAN Position: Q2 2026 in Review

Pacific Center for Financial Services held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 38 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Pacific Center for Financial Services first reported a position in TAN in Q4 2020 and has held it in 22 quarters since. The position peaked at $32K in Q4 2020. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Pacific Center for Financial Services held 38 shares of Invesco Solar ETF worth $2.27K as of Q2 2026.
Pacific Center for Financial Services left its Invesco Solar ETF share count unchanged in Q2 2026.
Invesco Solar ETF made up ﹤0.01% of Pacific Center for Financial Services's portfolio in Q2 2026, its #426 holding.
Pacific Center for Financial Services first reported a position in Invesco Solar ETF in Q4 2020 and has held it in 22 quarters since.
Pacific Center for Financial Services's Invesco Solar ETF position peaked at $32K in Q4 2020.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.