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Park Square Financial Group’s Invesco Solar ETF TAN Stock Holding History

Park Square Financial Group’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
2025
Q3 		– Sell
-1
Closed -$24 – 868
2025
Q2 		$24 Hold
1
– – ﹤0.01% 1003
2025
Q1 		$21 Hold
1
– – ﹤0.01% 960
2024
Q4 		$23 Buy
+1
New +$37 ﹤0.01% 953

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TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
FCC
Florin Court Capital London, United Kingdom $61.2M AUM 41.57% 1-Year Est. Return

Park Square Financial Group's TAN Position: Q3 2025 in Review

Park Square Financial Group sold out of Invesco Solar ETF (TAN) in Q3 2025, closing a stake of 1 share — an estimated $24 sold.

Park Square Financial Group first reported a position in TAN in Q4 2024 and held it in 3 quarters. The position peaked at $24 in Q2 2025. 183 funds tracked by Wall St. Rank hold TAN as of Q3 2025.

  • Park Square Financial Group reported no remaining Invesco Solar ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 1 Invesco Solar ETF share in Q3 2025, an estimated $24.
  • Park Square Financial Group first reported a position in Invesco Solar ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Invesco Solar ETF position peaked at $24 in Q2 2025.
  • 183 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.