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Sargent Investment Group’s Invesco Solar ETF TAN Stock Holding History

Sargent Investment Group’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 		$248K Hold
4,200
– – 0.03% 242
2026
Q1 		$234K Hold
4,200
– – 0.03% 233
2025
Q4 		$206K Buy
+4,200
New +$202K 0.03% 246

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

Sargent Investment Group's TAN Position: Q2 2026 in Review

Sargent Investment Group held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 4,200 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #242.

Sargent Investment Group first reported a position in TAN in Q4 2025 and has held it in 3 quarters since. 244 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Sargent Investment Group held 4,200 shares of Invesco Solar ETF worth $248K as of Q2 2026.
  • Sargent Investment Group left its Invesco Solar ETF share count unchanged in Q2 2026.
  • Invesco Solar ETF made up 0.03% of Sargent Investment Group's portfolio in Q2 2026, its #242 holding.
  • Sargent Investment Group first reported a position in Invesco Solar ETF in Q4 2025 and has held it in 3 quarters since.
  • 244 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.