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RMG Wealth Management’s Invesco Solar ETF TAN Stock Holding History

RMG Wealth Management’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
Q1 		– Sell
-261
Closed -$66.5K – 654
2025
Q4 		$66.5K Buy
+261
New +$12.6K 0.01% 134

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Bank of America
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MTWSIF
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LPL Financial
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Millennium Management
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LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
AWM
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HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return

RMG Wealth Management's TAN Position: Q1 2026 in Review

RMG Wealth Management sold out of Invesco Solar ETF (TAN) in Q1 2026, closing a stake of 261 shares — an estimated $66.5K sold.

RMG Wealth Management first reported a position in TAN in Q4 2025 and held it in 1 quarter. The position peaked at $66.5K in Q4 2025. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

  • RMG Wealth Management reported no remaining Invesco Solar ETF position as of Q1 2026 after selling out during the quarter.
  • RMG Wealth Management sold 261 Invesco Solar ETF shares in Q1 2026, an estimated $66.5K.
  • RMG Wealth Management first reported a position in Invesco Solar ETF in Q4 2025 and held it in 1 quarter.
  • RMG Wealth Management's Invesco Solar ETF position peaked at $66.5K in Q4 2025.
  • 246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.