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
Q2 		$273K Buy
4,612
+346
+8% +$21K ﹤0.01% 2434
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 $1.81T AUM 41.13% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Rockefeller Capital Management's TAN Position: Q2 2026 in Review

Rockefeller Capital Management increased its Invesco Solar ETF (TAN) stake by 8.1% in Q2 2026, buying an estimated $21K and bringing the position to 4,612 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #2434.

Rockefeller Capital Management first reported a position in TAN in Q2 2020 and has held it in 19 quarters since. The position peaked at $3.6M in Q4 2023. 244 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Rockefeller Capital Management held 4,612 shares of Invesco Solar ETF worth $273K as of Q2 2026.
  • Rockefeller Capital Management bought 346 Invesco Solar ETF shares in Q2 2026, an estimated $21K.
  • Invesco Solar ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2434 holding.
  • Rockefeller Capital Management first reported a position in Invesco Solar ETF in Q2 2020 and has held it in 19 quarters since.
  • Rockefeller Capital Management's Invesco Solar ETF position peaked at $3.6M in Q4 2023.
  • 244 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.