Raymond James Financial
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Raymond James Financial’s Invesco Solar ETF TAN Stock Holding History

Raymond James Financial’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 		$5.5M Buy
92,980
+11,738
+14% +$713K ﹤0.01% 2662
2026
Q1 		$4.53M Buy
81,242
+31,569
+64% +$1.75M ﹤0.01% 2675
2025
Q4 		$2.44M Buy
49,673
+19,435
+64% +$936K ﹤0.01% 3102
2025
Q3 		$1.32M Buy
30,238
+4,046
+15% +$162K ﹤0.01% 3500
2025
Q2 		$897K Sell
26,192
-4,400
-14% -$138K ﹤0.01% 3651
2025
Q1 		$932K Sell
30,592
-1,527
-5% -$51.1K ﹤0.01% 3547
2024
Q4 		$1.06M Buy
+32,119
New +$1.18M ﹤0.01% 3415

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

Raymond James Financial's TAN Position: Q2 2026 in Review

Raymond James Financial increased its Invesco Solar ETF (TAN) stake by 14% in Q2 2026, buying an estimated $713K and bringing the position to 92,980 shares worth $5.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2662.

Raymond James Financial first reported a position in TAN in Q4 2024 and has held it in 7 quarters since. 244 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Raymond James Financial held 92,980 shares of Invesco Solar ETF worth $5.5M as of Q2 2026.
  • Raymond James Financial bought 11,738 Invesco Solar ETF shares in Q2 2026, an estimated $713K.
  • Invesco Solar ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2662 holding.
  • Raymond James Financial first reported a position in Invesco Solar ETF in Q4 2024 and has held it in 7 quarters since.
  • 244 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.