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PFG Investments’s Invesco Solar ETF TAN Stock Holding History

PFG Investments’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 		$1.49M Buy
25,161
+4,536
+22% +$275K 0.06% 296
2026
Q1 		$1.15M Sell
20,625
-75
-0.4% -$4.15K 0.05% 329
2025
Q4 		$1.02M Sell
20,700
-23,535
-53% -$1.13M 0.05% 346
2025
Q3 		$1.93M Buy
44,235
+45
+0.1% +$1.8K 0.1% 192
2025
Q2 		$1.51M Sell
44,190
-12,581
-22% -$395K 0.09% 217
2025
Q1 		$1.73M Sell
56,771
-8,857
-13% -$296K 0.11% 186
2024
Q4 		$2.17M Sell
65,628
-10,289
-14% -$380K 0.14% 141
2024
Q3 		$3.27M Buy
75,917
+6,520
+9% +$267K 0.21% 84
2024
Q2 		$2.79M Buy
69,397
+2,430
+4% +$106K 0.2% 94
2024
Q1 		$3.04M Buy
66,967
+8,530
+15% +$380K 0.18% 115
2023
Q4 		$3.12M Buy
58,437
+24,212
+71% +$1.13M 0.58% 32
2023
Q3 		$1.77M Buy
34,225
+1,534
+5% +$94.4K 0.33% 61
2023
Q2 		$2.33M Buy
32,691
+604
+2% +$43.6K 0.41% 47
2023
Q1 		$2.49M Buy
+32,087
New +$2.46M 0.51% 36

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HI
Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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

PFG Investments's TAN Position: Q2 2026 in Review

PFG Investments increased its Invesco Solar ETF (TAN) stake by 22% in Q2 2026, buying an estimated $275K and bringing the position to 25,161 shares worth $1.49M. The position accounts for 0.06% of the portfolio, ranked #296.

PFG Investments first reported a position in TAN in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.27M in Q3 2024. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • PFG Investments held 25,161 shares of Invesco Solar ETF worth $1.49M as of Q2 2026.
  • PFG Investments bought 4,536 Invesco Solar ETF shares in Q2 2026, an estimated $275K.
  • Invesco Solar ETF made up 0.06% of PFG Investments's portfolio in Q2 2026, its #296 holding.
  • PFG Investments first reported a position in Invesco Solar ETF in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Invesco Solar ETF position peaked at $3.27M in Q3 2024.
  • 243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.