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Retirement Capital Strategies’s Invesco Solar ETF TAN Stock Holding History

Retirement Capital Strategies’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 		$248K Hold
4,196
– – 0.09% 67
2026
Q1 		$234K Buy
+4,196
New +$232K 0.09% 58

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

Retirement Capital Strategies's TAN Position: Q2 2026 in Review

Retirement Capital Strategies held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 4,196 shares worth $248K. The position accounts for 0.09% of the portfolio, ranked #67.

Retirement Capital Strategies first reported a position in TAN in Q1 2026 and has held it in 2 quarters since. 245 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Retirement Capital Strategies held 4,196 shares of Invesco Solar ETF worth $248K as of Q2 2026.
  • Retirement Capital Strategies left its Invesco Solar ETF share count unchanged in Q2 2026.
  • Invesco Solar ETF made up 0.09% of Retirement Capital Strategies's portfolio in Q2 2026, its #67 holding.
  • Retirement Capital Strategies first reported a position in Invesco Solar ETF in Q1 2026 and has held it in 2 quarters since.
  • 245 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Retirement Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.