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Sound Income Strategies’s Invesco Solar ETF TAN Stock Holding History

Sound Income Strategies’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
-200
Closed -$11.3K – 2185
2026
Q1 		$11.3K Hold
200
– – ﹤0.01% 1449
2025
Q4 		$10.4K Sell
200
-108
-35% -$5.2K ﹤0.01% 1444
2025
Q3 		$14.6K Buy
308
+100
+48% +$4K ﹤0.01% 894
2025
Q2 		$7.13K Buy
208
+200
+2,500% +$6.28K ﹤0.01% 1018
2025
Q1 		$244 Hold
8
– – ﹤0.01% 1467
2024
Q4 		$265 Buy
+8
New +$295 ﹤0.01% 1391
2021
Q2 		– Sell
-337
Closed -$30.9K – 1039
2021
Q1 		$30.9K Buy
+337
New +$35.4K 0.01% 291

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

Sound Income Strategies's TAN Position: Q2 2026 in Review

Sound Income Strategies sold out of Invesco Solar ETF (TAN) in Q2 2026, closing a stake of 200 shares — an estimated $11.3K sold.

Sound Income Strategies first reported a position in TAN in Q1 2021 and held it in 7 quarters. The position peaked at $30.9K in Q1 2021. 169 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Sound Income Strategies reported no remaining Invesco Solar ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 200 Invesco Solar ETF shares in Q2 2026, an estimated $11.3K.
  • Sound Income Strategies first reported a position in Invesco Solar ETF in Q1 2021 and held it in 7 quarters.
  • Sound Income Strategies's Invesco Solar ETF position peaked at $30.9K in Q1 2021.
  • 169 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.