Rockefeller Capital Management
TAN icon

Rockefeller Capital Management’s Invesco Solar ETF TAN Stock Holding History

Rockefeller Capital 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 		$238K Buy
4,266
+17
+0.4% +$941 ﹤0.01% 2390
2025
Q4 		$209K Sell
4,249
-13
-0.3% -$626 ﹤0.01% 2346
2025
Q3 		$186K Buy
+4,262
New +$170K ﹤0.01% 2265
2024
Q1 		– Sell
-67,496
Closed -$3.6M – 1729
2023
Q4 		$3.6M Buy
67,496
+55,691
+472% +$2.61M 0.01% 726
2023
Q3 		$611K Buy
11,805
+1,551
+15% +$95.5K ﹤0.01% 1240
2023
Q2 		$732K Buy
10,254
+241
+2% +$17.4K ﹤0.01% 1200
2023
Q1 		$777K Buy
10,013
+1,503
+18% +$115K ﹤0.01% 1170
2022
Q4 		$620K Buy
8,510
+475
+6% +$35.8K ﹤0.01% 1195
2022
Q3 		$591K Sell
8,035
-651
-7% -$52.5K ﹤0.01% 1206
2022
Q2 		$620K Sell
8,686
-684
-7% -$47.4K ﹤0.01% 1179
2022
Q1 		$707K Sell
9,370
-131
-1% -$9.05K ﹤0.01% 1185
2021
Q4 		$731K Sell
9,501
-450
-5% -$39.4K ﹤0.01% 1172
2021
Q3 		$795K Sell
9,951
-5,950
-37% -$501K ﹤0.01% 1085
2021
Q2 		$1.42M Buy
15,901
+2,369
+18% +$193K 0.01% 809
2021
Q1 		$1.24M Buy
13,532
+6,465
+91% +$679K 0.01% 718
2020
Q4 		$726K Buy
7,067
+2,737
+63% +$219K 0.01% 789
2020
Q3 		$280K Buy
4,330
+2,330
+117% +$117K ﹤0.01% 950
2020
Q2 		$72K Buy
+2,000
New +$63.3K ﹤0.01% 1290

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return

Rockefeller Capital Management's TAN Position: Q1 2026 in Review

Rockefeller Capital Management increased its Invesco Solar ETF (TAN) stake by 0.4% in Q1 2026, buying an estimated $941 and bringing the position to 4,266 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #2390.

Rockefeller Capital Management first reported a position in TAN in Q2 2020 and has held it in 18 quarters since. The position peaked at $3.6M in Q4 2023. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

  • Rockefeller Capital Management held 4,266 shares of Invesco Solar ETF worth $238K as of Q1 2026.
  • Rockefeller Capital Management bought 17 Invesco Solar ETF shares in Q1 2026, an estimated $941.
  • Invesco Solar ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2390 holding.
  • Rockefeller Capital Management first reported a position in Invesco Solar ETF in Q2 2020 and has held it in 18 quarters since.
  • Rockefeller Capital Management's Invesco Solar ETF position peaked at $3.6M in Q4 2023.
  • 246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

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