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Spire Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Spire Wealth Management’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 		$7.47K Sell
126
-551
-81% -$33.5K ﹤0.01% 1730
2026
Q1 		$37.7K Sell
677
-110,951
-99% -$6.14M ﹤0.01% 1251
2025
Q4 		$5.48M Buy
111,628
+110,235
+7,913% +$5.31M 0.18% 110
2025
Q3 		$60.8K Sell
1,393
-41
-3% -$1.64K ﹤0.01% 1168
2025
Q2 		$49.1K Sell
1,434
-276
-16% -$8.67K ﹤0.01% 1199
2025
Q1 		$52.1K Buy
1,710
+91
+6% +$3.04K ﹤0.01% 1265
2024
Q4 		$53.6K Sell
1,619
-1,116
-41% -$41.2K ﹤0.01% 1257
2024
Q3 		$118K Sell
2,735
-655
-19% -$26.8K ﹤0.01% 867
2024
Q2 		$136K Sell
3,390
-3,922
-54% -$171K ﹤0.01% 819
2024
Q1 		$332K Buy
7,312
+74
+1% +$3.3K 0.01% 637
2023
Q4 		$311K Buy
7,238
+1,479
+26% +$69.3K 0.01% 640
2023
Q3 		$298K Buy
5,759
+2,048
+55% +$126K 0.01% 595
2023
Q2 		$265K Sell
3,711
-1,842
-33% -$133K 0.01% 641
2023
Q1 		$431K Buy
5,553
+3,242
+140% +$248K 0.02% 528
2022
Q4 		$169K Sell
2,311
-3,063
-57% -$231K 0.01% 595
2022
Q3 		$396K Sell
5,374
-1,045
-16% -$84.3K 0.02% 380
2022
Q2 		$458K Sell
6,419
-3,604
-36% -$250K 0.02% 502
2022
Q1 		$756K Sell
10,023
-1,190
-11% -$82.2K 0.02% 457
2021
Q4 		$863K Buy
11,213
+372
+3% +$32.6K 0.02% 513
2021
Q3 		$867K Sell
10,841
-3,721
-26% -$313K 0.02% 442
2021
Q2 		$1.27M Sell
14,562
-1,146
-7% -$93.2K 0.03% 366
2021
Q1 		$1.44M Buy
+15,708
New +$1.65M 0.04% 353

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

Spire Wealth Management's TAN Position: Q2 2026 in Review

Spire Wealth Management reduced its Invesco Solar ETF (TAN) stake by 81% in Q2 2026, selling an estimated $33.5K and leaving 126 shares worth $7.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1730.

Spire Wealth Management first reported a position in TAN in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.48M in Q4 2025. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Spire Wealth Management held 126 shares of Invesco Solar ETF worth $7.47K as of Q2 2026.
  • Spire Wealth Management sold 551 Invesco Solar ETF shares in Q2 2026, an estimated $33.5K.
  • Invesco Solar ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1730 holding.
  • Spire Wealth Management first reported a position in Invesco Solar ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Invesco Solar ETF position peaked at $5.48M in Q4 2025.
  • 243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.