PFG Private Wealth Management’s Invesco Solar ETF TAN Stock Holding History

PFG Private 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 Q2	–	Sell	-145	Closed	-$4.42K	–	230
2025 Q1	$4.42K	Hold	145	–	–	﹤0.01%	180
2024 Q4	$4.8K	Hold	145	–	–	﹤0.01%	155
2024 Q3	$6.25K	Hold	145	–	–	﹤0.01%	152
2024 Q2	$5.83K	Hold	145	–	–	﹤0.01%	150
2024 Q1	$6.58K	Hold	145	–	–	﹤0.01%	145
2023 Q4	$7.74K	Hold	145	–	–	0.01%	146
2023 Q3	$7.51K	Hold	145	–	–	0.01%	196
2023 Q2	$10.4K	Hold	145	–	–	0.01%	210
2023 Q1	$11.3K	Hold	145	–	–	0.01%	198
2022 Q4	$11K	Hold	145	–	–	0.01%	187
2022 Q3	$11K	Hold	145	–	–	0.01%	187
2022 Q2	$10K	Hold	145	–	–	0.01%	198
2022 Q1	$11K	Hold	145	–	–	0.01%	201
2021 Q4	$11K	Hold	145	–	–	0.01%	195
2021 Q3	$12K	Buy	+145	New	+$12.2K	0.01%	188

Other funds holding TAN

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

PFG Private Wealth Management's TAN Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Invesco Solar ETF (TAN) in Q2 2025, closing a stake of 145 shares — an estimated $4.42K sold.

PFG Private Wealth Management first reported a position in TAN in Q3 2021 and held it in 15 quarters. The position peaked at $12K in Q3 2021. 178 funds tracked by Wall St. Rank hold TAN as of Q2 2025.

PFG Private Wealth Management reported no remaining Invesco Solar ETF position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 145 Invesco Solar ETF shares in Q2 2025, an estimated $4.42K.
PFG Private Wealth Management first reported a position in Invesco Solar ETF in Q3 2021 and held it in 15 quarters.
PFG Private Wealth Management's Invesco Solar ETF position peaked at $12K in Q3 2021.
178 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.