SOA Wealth Advisors’s Invesco Solar ETF TAN Stock Holding History

SOA Wealth 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 Q1	$8.13K	Hold	146	–	–	﹤0.01%	618
2025 Q4	$7.17K	Hold	146	–	–	﹤0.01%	634
2025 Q3	$6.37K	Hold	146	–	–	﹤0.01%	652
2025 Q2	$5K	Hold	146	–	–	﹤0.01%	656
2025 Q1	$4.45K	Hold	146	–	–	﹤0.01%	644
2024 Q4	$4.84K	Hold	146	–	–	﹤0.01%	623
2024 Q3	$6.29K	Hold	146	–	–	﹤0.01%	585
2024 Q2	$5.87K	Sell	146 -63	-30%	-$2.75K	﹤0.01%	591
2024 Q1	$9.48K	Hold	209	–	–	﹤0.01%	547
2023 Q4	$11.2K	Hold	209	–	–	﹤0.01%	512
2023 Q3	$10.8K	Hold	209	–	–	﹤0.01%	514
2023 Q2	$14.9K	Hold	209	–	–	﹤0.01%	476
2023 Q1	$16.2K	Hold	209	–	–	﹤0.01%	461
2022 Q4	$15.2K	Hold	209	–	–	﹤0.01%	454
2022 Q3	$15K	Hold	209	–	–	﹤0.01%	444
2022 Q2	$14K	Buy	209 +146	+232%	+$10.1K	﹤0.01%	448
2022 Q1	$4K	Hold	63	–	–	﹤0.01%	728
2021 Q4	$4K	Sell	63 -18	-22%	-$1.58K	﹤0.01%	707
2021 Q3	$6K	Hold	81	–	–	﹤0.01%	669
2021 Q2	$7K	Hold	81	–	–	﹤0.01%	632
2021 Q1	$7K	Hold	81	–	–	﹤0.01%	584
2020 Q4	$9K	Buy	+81	New	+$6.49K	﹤0.01%	533

Other funds holding TAN

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return

SOA Wealth Advisors's TAN Position: Q1 2026 in Review

SOA Wealth Advisors held its Invesco Solar ETF (TAN) position steady in Q1 2026 at 146 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

SOA Wealth Advisors first reported a position in TAN in Q4 2020 and has held it in 22 quarters since. The position peaked at $16.2K in Q1 2023. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

SOA Wealth Advisors held 146 shares of Invesco Solar ETF worth $8.13K as of Q1 2026.
SOA Wealth Advisors left its Invesco Solar ETF share count unchanged in Q1 2026.
Invesco Solar ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #618 holding.
SOA Wealth Advisors first reported a position in Invesco Solar ETF in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's Invesco Solar ETF position peaked at $16.2K in Q1 2023.
246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.