Perigon Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Perigon Wealth 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
2025 Q4	–	Sell	-9,806	Closed	-$428K	–	1363
2025 Q3	$428K	Sell	9,806 -1,600	-14%	-$63.9K	0.01%	803
2025 Q2	$391K	Buy	11,406 +2,200	+24%	+$69.1K	0.01%	750
2025 Q1	$280K	Buy	9,206 +841	+10%	+$28.1K	0.01%	837
2024 Q4	$290K	Buy	+8,365	New	+$309K	0.01%	830
2021 Q1	–	Sell	-913	Closed	-$94K	–	971
2020 Q4	$94K	Buy	+913	New	+$73.1K	0.01%	556

Other funds holding TAN

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

WHGAM

Wealth High Governance Asset Management Sao Paulo $940M AUM

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

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 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

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

WHGC

Wealth High Governance Capital Sao Paulo, Brazil $334M AUM 165.79% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

Perigon Wealth Management's TAN Position: Q4 2025 in Review

Perigon Wealth Management sold out of Invesco Solar ETF (TAN) in Q4 2025, closing a stake of 9,806 shares — an estimated $428K sold.

Perigon Wealth Management first reported a position in TAN in Q4 2020 and held it in 5 quarters. The position peaked at $428K in Q3 2025. 226 funds tracked by Wall St. Rank hold TAN as of Q4 2025.

Perigon Wealth Management reported no remaining Invesco Solar ETF position as of Q4 2025 after selling out during the quarter.
Perigon Wealth Management sold 9,806 Invesco Solar ETF shares in Q4 2025, an estimated $428K.
Perigon Wealth Management first reported a position in Invesco Solar ETF in Q4 2020 and held it in 5 quarters.
Perigon Wealth Management's Invesco Solar ETF position peaked at $428K in Q3 2025.
226 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2025.

Based on Perigon Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.