Phillip James Consulting’s Invesco Solar ETF TAN Stock Holding History

Phillip James Consulting’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 Q3	$18K	Buy	+410	New	+$20.5K	0.01%	161

Other funds holding TAN

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Phillip James Consulting's TAN Position: Q3 2026 in Review

Phillip James Consulting opened a new position in Invesco Solar ETF (TAN) in Q3 2026: 410 shares worth $18K. The stake represents 0.01% of the portfolio and ranks #161 among its holdings.

171 funds tracked by Wall St. Rank hold TAN as of Q3 2026.

Phillip James Consulting held 410 shares of Invesco Solar ETF worth $18K as of Q3 2026.
Invesco Solar ETF was a new Phillip James Consulting position in Q3 2026.
Invesco Solar ETF made up 0.01% of Phillip James Consulting's portfolio in Q3 2026, its #161 holding.
171 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.