Picton Mahoney Asset Management’s Invesco Solar ETF TAN Stock Holding History

Picton Mahoney Asset 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
2026 Q1	$27.9K	Hold	500	–	–	﹤0.01%	977
2025 Q4	$24.6K	Hold	500	–	–	﹤0.01%	923
2025 Q3	$22K	Hold	500	–	–	﹤0.01%	771
2025 Q2	$17K	Hold	500	–	–	﹤0.01%	680
2025 Q1	$15K	Sell	500 -400	-44%	-$13.4K	﹤0.01%	607
2024 Q4	$30K	Sell	900 -400	-31%	-$14.8K	﹤0.01%	483
2024 Q3	$56K	Hold	1,300	–	–	﹤0.01%	370
2024 Q2	$52K	Hold	1,300	–	–	﹤0.01%	379
2024 Q1	$59K	Sell	1,300 -700	-35%	-$31.2K	﹤0.01%	308
2023 Q4	$107K	Sell	2,000 -300	-13%	-$14K	﹤0.01%	335
2023 Q3	$119K	Hold	2,300	–	–	﹤0.01%	294
2023 Q2	$164K	Hold	2,300	–	–	0.01%	295
2023 Q1	$179K	Hold	2,300	–	–	0.01%	341
2022 Q4	$168K	Sell	2,300 -900	-28%	-$67.8K	0.01%	452
2022 Q3	$236K	Sell	3,200 -500	-14%	-$40.3K	0.01%	504
2022 Q2	$264K	Buy	3,700 +1,600	+76%	+$111K	0.01%	598
2022 Q1	$158K	Buy	2,100 +800	+62%	+$55.3K	0.01%	669
2021 Q4	$100K	Buy	+1,300	New	+$114K	﹤0.01%	714

Other funds holding TAN

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Picton Mahoney Asset Management's TAN Position: Q1 2026 in Review

Picton Mahoney Asset Management held its Invesco Solar ETF (TAN) position steady in Q1 2026 at 500 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Picton Mahoney Asset Management first reported a position in TAN in Q4 2021 and has held it in 18 quarters since. The position peaked at $264K in Q2 2022. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

Picton Mahoney Asset Management held 500 shares of Invesco Solar ETF worth $27.9K as of Q1 2026.
Picton Mahoney Asset Management left its Invesco Solar ETF share count unchanged in Q1 2026.
Invesco Solar ETF made up ﹤0.01% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #977 holding.
Picton Mahoney Asset Management first reported a position in Invesco Solar ETF in Q4 2021 and has held it in 18 quarters since.
Picton Mahoney Asset Management's Invesco Solar ETF position peaked at $264K in Q2 2022.
246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.