Plante Moran Financial Advisors’s Invesco Solar ETF TAN Stock Holding History

Plante Moran Financial 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	$2.96K	Hold	50	–	–	﹤0.01%	699
2026 Q1	$2.79K	Hold	50	–	–	﹤0.01%	613
2025 Q4	$2.46K	Hold	50	–	–	﹤0.01%	709
2025 Q3	$2.18K	Hold	50	–	–	﹤0.01%	670
2025 Q2	$1.71K	Hold	50	–	–	﹤0.01%	674
2025 Q1	$1.52K	Hold	50	–	–	﹤0.01%	701
2024 Q4	$1.66K	Hold	50	–	–	﹤0.01%	794
2024 Q3	$2.16K	Sell	50 -61	-55%	-$2.5K	﹤0.01%	749
2024 Q2	$4.46K	Buy	111 +1	+0.9%	+$44	﹤0.01%	657
2024 Q1	$4.99K	Hold	110	–	–	﹤0.01%	690
2023 Q4	$5.87K	Hold	110	–	–	﹤0.01%	630
2023 Q3	$5.7K	Sell	110 -78	-41%	-$4.8K	﹤0.01%	588
2023 Q2	$13.4K	Buy	188 +60	+47%	+$4.33K	﹤0.01%	510
2023 Q1	$9.94K	Hold	128	–	–	﹤0.01%	563
2022 Q4	$9.34K	Hold	128	–	–	﹤0.01%	591
2022 Q3	$9K	Buy	+128	New	+$10.3K	﹤0.01%	605
2022 Q2	–	Sell	-25	Closed	-$2K	–	1055
2022 Q1	$2K	Buy	+25	New	+$1.73K	﹤0.01%	754

Other funds holding TAN

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

AWM

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

LHWM

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Plante Moran Financial Advisors's TAN Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 50 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Plante Moran Financial Advisors first reported a position in TAN in Q1 2022 and has held it in 17 quarters since. The position peaked at $13.4K in Q2 2023. 132 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Plante Moran Financial Advisors held 50 shares of Invesco Solar ETF worth $2.96K as of Q2 2026.
Plante Moran Financial Advisors left its Invesco Solar ETF share count unchanged in Q2 2026.
Invesco Solar ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #699 holding.
Plante Moran Financial Advisors first reported a position in Invesco Solar ETF in Q1 2022 and has held it in 17 quarters since.
Plante Moran Financial Advisors's Invesco Solar ETF position peaked at $13.4K in Q2 2023.
132 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.