SIC
TAN icon

Salem Investment Counselors’s Invesco Solar ETF TAN Stock Holding History

Salem Investment Counselors’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 		$2.96K Hold
50
– – ﹤0.01% 1071
2026
Q1 		$2.79K Buy
+50
New +$2.77K ﹤0.01% 1050
2025
Q4 		– Sell
-50
Closed -$2.18K – 1057
2025
Q3 		$2.18K Hold
50
– – ﹤0.01% 1064
2025
Q2 		$1.71K Hold
50
– – ﹤0.01% 1048
2025
Q1 		$1.52K Hold
50
– – ﹤0.01% 1074
2024
Q4 		$1.66K Buy
+50
New +$1.84K ﹤0.01% 1048
2023
Q3 		– Sell
-264
Closed -$18.9K – 1172
2023
Q2 		$18.9K Hold
264
– – ﹤0.01% 702
2023
Q1 		$20.5K Hold
264
– – ﹤0.01% 685
2022
Q4 		$19.3K Sell
264
-75
-22% -$5.65K ﹤0.01% 665
2022
Q3 		$25K Buy
339
+75
+28% +$6.05K ﹤0.01% 602
2022
Q2 		$19K Hold
264
– – ﹤0.01% 669
2022
Q1 		$20K Sell
264
-3,330
-93% -$230K ﹤0.01% 650
2021
Q4 		$277K Buy
3,594
+264
+8% +$23.1K 0.01% 332
2021
Q3 		$266K Buy
3,330
+970
+41% +$81.6K 0.01% 311
2021
Q2 		$211K Buy
2,360
+1,460
+162% +$119K 0.01% 321
2021
Q1 		$83K Buy
+900
New +$94.6K 0.01% 384

Other funds holding TAN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Salem Investment Counselors's TAN Position: Q2 2026 in Review

Salem Investment Counselors held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 50 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Salem Investment Counselors first reported a position in TAN in Q1 2021 and has held it in 16 quarters since. The position peaked at $277K in Q4 2021. 127 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Salem Investment Counselors held 50 shares of Invesco Solar ETF worth $2.96K as of Q2 2026.
  • Salem Investment Counselors left its Invesco Solar ETF share count unchanged in Q2 2026.
  • Invesco Solar ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #1071 holding.
  • Salem Investment Counselors first reported a position in Invesco Solar ETF in Q1 2021 and has held it in 16 quarters since.
  • Salem Investment Counselors's Invesco Solar ETF position peaked at $277K in Q4 2021.
  • 127 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.