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 New York $1.81T AUM 41.13% 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

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

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

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

Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return

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

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

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. 245 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.
245 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.