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Realta Investment Advisors’s Invesco Solar ETF TAN Stock Holding History

Realta 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
Q3 		$13.2K Buy
+300
New +$15K ﹤0.01% 304
2026
Q2 		– Sell
-300
Closed -$16.7K – 408
2026
Q1 		$16.7K Hold
300
– – 0.01% 287
2025
Q4 		$14.7K Buy
+300
New +$14.4K ﹤0.01% 284
2024
Q3 		– Sell
-950
Closed -$38.2K – 723
2024
Q2 		$38.2K Sell
950
-100
-10% -$4.37K 0.01% 560
2024
Q1 		$47.6K Buy
+1,050
New +$46.8K 0.01% 561
2023
Q4 		– Sell
-1,058
Closed -$75.6K – 765
2023
Q3 		$75.6K Sell
1,058
-200
-16% -$12.3K 0.02% 489
2023
Q2 		$89.8K Sell
1,258
-1,650
-57% -$119K 0.02% 496
2023
Q1 		$226K Sell
2,908
-902
-24% -$69.1K 0.05% 361
2022
Q4 		$278K Buy
3,810
+429
+13% +$32.3K 0.07% 311
2022
Q3 		$249K Hold
3,381
– – 0.07% 319
2022
Q2 		$243K Hold
3,381
– – 0.06% 307
2022
Q1 		$255K Sell
3,381
-217
-6% -$15K 0.05% 334
2021
Q4 		$277K Buy
3,598
+50
+1% +$4.38K 0.06% 331
2021
Q3 		$284K Buy
3,548
+108
+3% +$9.09K 0.07% 308
2021
Q2 		$307K Sell
3,440
-19
-0.5% -$1.55K 0.07% 285
2021
Q1 		$317K Buy
3,459
+196
+6% +$20.6K 0.08% 266
2020
Q4 		$335K Buy
+3,263
New +$261K 0.09% 235
2020
Q1 		– Sell
-4,100
Closed -$114K – 1259
2019
Q4 		$114K Sell
4,100
-100
-2% -$2.89K 0.03% 467
2019
Q3 		$121K Sell
4,200
-435
-9% -$13K 0.03% 449
2019
Q2 		$130K Buy
4,635
+305
+7% +$7.89K 0.04% 431
2019
Q1 		$100K Buy
+4,330
New +$98.5K 0.05% 394

Other funds holding TAN

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Realta Investment Advisors's TAN Position: Q3 2026 in Review

Realta Investment Advisors opened a new position in Invesco Solar ETF (TAN) in Q3 2026: 300 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #304 among its holdings. This is a return to the name: Realta Investment Advisors previously reported a position in TAN as recently as Q1 2026.

Realta Investment Advisors first reported a position in TAN in Q1 2019 and has held it in 21 quarters since. The position peaked at $335K in Q4 2020. 21 funds tracked by Wall St. Rank hold TAN as of Q3 2026.

  • Realta Investment Advisors held 300 shares of Invesco Solar ETF worth $13.2K as of Q3 2026.
  • Invesco Solar ETF was a new Realta Investment Advisors position in Q3 2026.
  • Invesco Solar ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q3 2026, its #304 holding.
  • Realta Investment Advisors first reported a position in Invesco Solar ETF in Q1 2019 and has held it in 21 quarters since.
  • Realta Investment Advisors's Invesco Solar ETF position peaked at $335K in Q4 2020.
  • 21 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.