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Pin Oak Investment Advisors’s Invesco Solar ETF TAN Stock Holding History

Pin Oak Investment Advisors’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 		– Sell
-398
Closed -$22K – 589
2026
Q1 		$22K Hold
398
– – 0.02% 297
2025
Q4 		$23K Hold
398
– – 0.02% 304
2025
Q3 		$17.4K Buy
+398
New +$15.9K 0.01% 321
2022
Q3 		– Sell
-431
Closed -$31K – 417
2022
Q2 		$31K Hold
431
– – 0.04% 177
2022
Q1 		$33K Hold
431
– – 0.04% 200
2021
Q4 		$33K Sell
431
-17
-4% -$1.49K 0.03% 208
2021
Q3 		$36K Hold
448
– – 0.04% 191
2021
Q2 		$40K Hold
448
– – 0.04% 175
2021
Q1 		$41K Hold
448
– – 0.03% 182
2020
Q4 		$46K Buy
+448
New +$35.9K 0.04% 191

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

Pin Oak Investment Advisors's TAN Position: Q2 2026 in Review

Pin Oak Investment Advisors sold out of Invesco Solar ETF (TAN) in Q2 2026, closing a stake of 398 shares — an estimated $22K sold.

Pin Oak Investment Advisors first reported a position in TAN in Q4 2020 and held it in 10 quarters. The position peaked at $46K in Q4 2020. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Pin Oak Investment Advisors reported no remaining Invesco Solar ETF position as of Q2 2026 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 398 Invesco Solar ETF shares in Q2 2026, an estimated $22K.
  • Pin Oak Investment Advisors first reported a position in Invesco Solar ETF in Q4 2020 and held it in 10 quarters.
  • Pin Oak Investment Advisors's Invesco Solar ETF position peaked at $46K in Q4 2020.
  • 243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.