Scarborough Advisors’s Invesco Solar ETF TAN Stock Holding History

Scarborough Advisors’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	–	Sell	-60	Closed	-$3.34K	–	621
2026 Q1	$3.34K	Hold	60	–	–	﹤0.01%	553
2025 Q4	$2.95K	Hold	60	–	–	﹤0.01%	345
2025 Q3	$2.62K	Hold	60	–	–	﹤0.01%	348
2025 Q2	$2.06K	Buy	+60	New	+$1.89K	﹤0.01%	344

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

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

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

Scarborough Advisors's TAN Position: Q2 2026 in Review

Scarborough Advisors sold out of Invesco Solar ETF (TAN) in Q2 2026, closing a stake of 60 shares — an estimated $3.34K sold.

Scarborough Advisors first reported a position in TAN in Q2 2025 and held it in 4 quarters. The position peaked at $3.34K in Q1 2026. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Scarborough Advisors reported no remaining Invesco Solar ETF position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 60 Invesco Solar ETF shares in Q2 2026, an estimated $3.34K.
Scarborough Advisors first reported a position in Invesco Solar ETF in Q2 2025 and held it in 4 quarters.
Scarborough Advisors's Invesco Solar ETF position peaked at $3.34K in Q1 2026.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.