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 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	0.42%	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 $1.47T AUM 27.86% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return