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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 $1.66T AUM 25.57% 1-Year Est. Return
WHGAM
Wealth High Governance Asset Management Sao Paulo $641M AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $2.25B AUM 27.43% 1-Year Est. Return
WHGC
Wealth High Governance Capital Sao Paulo, Brazil $333M AUM 125.87% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return