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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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