Roble Belko & Company’s Invesco Solar ETF TAN Stock Holding History

Roble Belko & Company’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	-374	Closed	-$18K	–	512
2025 Q4	$18K	Hold	374	–	–	﹤0.01%	271
2025 Q3	$16K	Hold	374	–	–	﹤0.01%	242
2025 Q2	$13K	Hold	374	–	–	﹤0.01%	252
2025 Q1	$11K	Hold	374	–	–	﹤0.01%	253
2024 Q4	$12K	Hold	374	–	–	﹤0.01%	236
2024 Q3	$16K	Hold	374	–	–	﹤0.01%	219
2024 Q2	$15K	Hold	374	–	–	﹤0.01%	225
2024 Q1	$17K	Sell	374 -15	-4%	-$669	﹤0.01%	225
2023 Q4	$21K	Buy	389 +15	+4%	+$702	﹤0.01%	203
2023 Q3	$19K	Hold	374	–	–	﹤0.01%	187
2023 Q2	$27K	Hold	374	–	–	0.01%	173
2023 Q1	$29K	Hold	374	–	–	0.01%	180
2022 Q4	$27K	Hold	374	–	–	0.01%	192
2022 Q3	$28K	Hold	374	–	–	0.01%	181
2022 Q2	$27K	Hold	374	–	–	0.01%	180
2022 Q1	$28K	Hold	374	–	–	0.01%	200
2021 Q4	$29K	Hold	374	–	–	0.01%	185
2021 Q3	$30K	Hold	374	–	–	0.01%	173
2021 Q2	$33K	Hold	374	–	–	0.01%	180
2021 Q1	$34K	Hold	374	–	–	0.01%	169
2020 Q4	$38K	Hold	374	–	–	0.01%	152
2020 Q3	$24K	Hold	374	–	–	0.01%	174
2020 Q2	$14K	Hold	374	–	–	﹤0.01%	225
2020 Q1	$9K	Hold	374	–	–	﹤0.01%	251
2019 Q4	$12K	Hold	374	–	–	﹤0.01%	253
2019 Q3	$11K	Hold	374	–	–	﹤0.01%	256
2019 Q2	$11K	Hold	374	–	–	﹤0.01%	251
2019 Q1	$9K	Hold	374	–	–	﹤0.01%	235
2018 Q4	$7K	Hold	374	–	–	﹤0.01%	233
2018 Q3	$8K	Hold	374	–	–	﹤0.01%	238
2018 Q2	$9K	Hold	374	–	–	﹤0.01%	241
2018 Q1	$9K	Buy	+374	New	+$9.34K	﹤0.01%	248

Other funds holding TAN

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

AWM

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

Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return

Roble Belko & Company's TAN Position: Q1 2026 in Review

Roble Belko & Company sold out of Invesco Solar ETF (TAN) in Q1 2026, closing a stake of 374 shares — an estimated $18K sold.

Roble Belko & Company first reported a position in TAN in Q1 2018 and held it in 32 quarters. The position peaked at $38K in Q4 2020. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

Roble Belko & Company reported no remaining Invesco Solar ETF position as of Q1 2026 after selling out during the quarter.
Roble Belko & Company sold 374 Invesco Solar ETF shares in Q1 2026, an estimated $18K.
Roble Belko & Company first reported a position in Invesco Solar ETF in Q1 2018 and held it in 32 quarters.
Roble Belko & Company's Invesco Solar ETF position peaked at $38K in Q4 2020.
246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.