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Patriot Investment Management Group’s Invesco Solar ETF TAN Stock Holding History

Patriot Investment Management 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
2026
Q2 		$2.17M Hold
36,654
– – 0.13% 69
2026
Q1 		$2.04M Hold
36,654
– – 0.13% 70
2025
Q4 		$1.8M Hold
36,654
– – 0.11% 77
2025
Q3 		$1.6M Hold
36,654
– – 0.1% 83
2025
Q2 		$1.26M Hold
36,654
– – 0.09% 97
2025
Q1 		$1.12M Buy
36,654
+526
+1% +$17.6K 0.08% 101
2024
Q4 		$1.2M Sell
36,128
-604
-2% -$22.3K 0.09% 99
2024
Q3 		$1.58M Hold
36,732
– – 0.12% 80
2024
Q2 		$1.48M Hold
36,732
– – 0.12% 76
2024
Q1 		$1.67M Hold
36,732
– – 0.13% 72
2023
Q4 		$1.96M Buy
36,732
+30
+0.1% +$1.41K 0.17% 65
2023
Q3 		$1.9M Hold
36,702
– – 0.17% 65
2023
Q2 		$2.62M Sell
36,702
-380
-1% -$27.4K 0.22% 57
2023
Q1 		$2.88M Hold
37,082
– – 0.25% 52
2022
Q4 		$2.97M Sell
37,082
-127
-0.3% -$9.57K 0.26% 50
2022
Q3 		$2.74M Hold
37,209
– – 0.28% 53
2022
Q2 		$2.66M Hold
37,209
– – 0.26% 55
2022
Q1 		$2.81M Hold
37,209
– – 0.24% 49
2021
Q4 		$2.86M Hold
37,209
– – 0.24% 51
2021
Q3 		$2.97M Sell
37,209
-646
-2% -$54.4K 0.27% 48
2021
Q2 		$3.38M Sell
37,855
-234
-0.6% -$19K 0.31% 47
2021
Q1 		$3.5M Buy
+38,089
New +$4M 0.35% 45
2020
Q4 		– Sell
-40,368
Closed -$2.62M – 203
2020
Q3 		$2.62M Hold
40,368
– – 0.31% 49
2020
Q2 		$1.46M Hold
40,368
– – 0.18% 68
2020
Q1 		$1.02M Buy
40,368
+5,714
+16% +$186K 0.15% 84
2019
Q4 		$1.07M Hold
34,654
– – 0.14% 99
2019
Q3 		$1.01M Hold
34,654
– – 0.14% 99
2019
Q2 		$979K Sell
34,654
-3,749
-10% -$97K 0.14% 99
2019
Q1 		$889K Buy
+38,403
New +$873K 0.13% 104

Other funds holding TAN

LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Patriot Investment Management Group's TAN Position: Q2 2026 in Review

Patriot Investment Management Group held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 36,654 shares worth $2.17M. The position accounts for 0.13% of the portfolio, ranked #69.

Patriot Investment Management Group first reported a position in TAN in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.5M in Q1 2021. 79 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Patriot Investment Management Group held 36,654 shares of Invesco Solar ETF worth $2.17M as of Q2 2026.
  • Patriot Investment Management Group left its Invesco Solar ETF share count unchanged in Q2 2026.
  • Invesco Solar ETF made up 0.13% of Patriot Investment Management Group's portfolio in Q2 2026, its #69 holding.
  • Patriot Investment Management Group first reported a position in Invesco Solar ETF in Q1 2019 and has held it in 29 quarters since.
  • Patriot Investment Management Group's Invesco Solar ETF position peaked at $3.5M in Q1 2021.
  • 79 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.