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Principal Securities’s Invesco Solar ETF TAN Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-320
Closed -$14K – 3272
2025
Q3 		$14K Buy
320
+25
+8% +$999 ﹤0.01% 2581
2025
Q2 		$10.1K Sell
295
-216
-42% -$6.79K ﹤0.01% 2616
2025
Q1 		$16.9K Hold
511
– – ﹤0.01% 2298
2024
Q4 		$16.9K Buy
511
+119
+30% +$4.39K ﹤0.01% 2295
2024
Q3 		$16.9K Sell
392
-464
-54% -$19K ﹤0.01% 2207
2024
Q2 		$34.4K Sell
856
-452
-35% -$19.7K ﹤0.01% 1796
2024
Q1 		$59.4K Sell
1,308
-1,141
-47% -$50.9K ﹤0.01% 1494
2023
Q4 		$131K Buy
+2,449
New +$115K ﹤0.01% 1097

Other funds holding TAN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WHGAM
Wealth High Governance Asset Management Sao Paulo $940M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 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
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return
WHGC
Wealth High Governance Capital Sao Paulo, Brazil $334M AUM 165.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

Principal Securities's TAN Position: Q4 2025 in Review

Principal Securities sold out of Invesco Solar ETF (TAN) in Q4 2025, closing a stake of 320 shares — an estimated $14K sold.

Principal Securities first reported a position in TAN in Q4 2023 and held it in 8 quarters. The position peaked at $131K in Q4 2023. 226 funds tracked by Wall St. Rank hold TAN as of Q4 2025.

  • Principal Securities reported no remaining Invesco Solar ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 320 Invesco Solar ETF shares in Q4 2025, an estimated $14K.
  • Principal Securities first reported a position in Invesco Solar ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Invesco Solar ETF position peaked at $131K in Q4 2023.
  • 226 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.