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 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 $1.47T AUM 27.86% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return

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