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Stephens Inc’s Invesco Solar ETF TAN Stock Holding History

Stephens Inc’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 		$276K Buy
4,665
+765
+20% +$46.5K ﹤0.01% 1104
2026
Q1 		$217K Sell
3,900
-250
-6% -$13.8K ﹤0.01% 1178
2025
Q4 		$204K Buy
+4,150
New +$200K ﹤0.01% 1200
2024
Q1 		– Sell
-4,170
Closed -$222K – 1348
2023
Q4 		$222K Sell
4,170
-80
-2% -$3.75K ﹤0.01% 1040
2023
Q3 		$220K Hold
4,250
– – ﹤0.01% 1002
2023
Q2 		$304K Sell
4,250
-100
-2% -$7.21K 0.01% 908
2023
Q1 		$338K Sell
4,350
-99
-2% -$7.58K 0.01% 841
2022
Q4 		$325K Sell
4,449
-61,778
-93% -$4.66M 0.01% 834
2022
Q3 		$4.88M Buy
66,227
+62,438
+1,648% +$5.04M 0.1% 207
2022
Q2 		$270K Sell
3,789
-250
-6% -$17.3K 0.01% 959
2022
Q1 		$305K Sell
4,039
-231
-5% -$16K 0.01% 1001
2021
Q4 		$329K Sell
4,270
-29
-0.7% -$2.54K 0.01% 1011
2021
Q3 		$344K Buy
4,299
+20
+0.5% +$1.68K 0.01% 992
2021
Q2 		$382K Buy
4,279
+105
+3% +$8.54K 0.01% 956
2021
Q1 		$383K Buy
4,174
+345
+9% +$36.3K 0.01% 924
2020
Q4 		$393K Buy
+3,829
New +$307K 0.01% 846

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

Stephens Inc's TAN Position: Q2 2026 in Review

Stephens Inc increased its Invesco Solar ETF (TAN) stake by 20% in Q2 2026, buying an estimated $46.5K and bringing the position to 4,665 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Stephens Inc first reported a position in TAN in Q4 2020 and has held it in 16 quarters since. The position peaked at $4.88M in Q3 2022. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Stephens Inc held 4,665 shares of Invesco Solar ETF worth $276K as of Q2 2026.
  • Stephens Inc bought 765 Invesco Solar ETF shares in Q2 2026, an estimated $46.5K.
  • Invesco Solar ETF made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1104 holding.
  • Stephens Inc first reported a position in Invesco Solar ETF in Q4 2020 and has held it in 16 quarters since.
  • Stephens Inc's Invesco Solar ETF position peaked at $4.88M in Q3 2022.
  • 243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.