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Steward Partners Investment Advisory’s Invesco Solar ETF TAN Stock Holding History

Steward Partners Investment Advisory’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 		$59.9K Buy
1,075
+339
+46% +$18.8K ﹤0.01% 2689
2025
Q4 		$36.2K Hold
736
– – ﹤0.01% 2840
2025
Q3 		$32.1K Sell
736
-450
-38% -$18K ﹤0.01% 2842
2025
Q2 		$40.6K Hold
1,186
– – ﹤0.01% 2583
2025
Q1 		$36.1K Sell
1,186
-125
-10% -$4.18K ﹤0.01% 2540
2024
Q4 		$43.4K Buy
1,311
+39
+3% +$1.44K ﹤0.01% 2414
2024
Q3 		$54.8K Buy
1,272
+21
+2% +$860 ﹤0.01% 2193
2024
Q2 		$50.3K Sell
1,251
-10
-0.8% -$437 ﹤0.01% 2098
2024
Q1 		$57.2K Buy
1,261
+61
+5% +$2.72K ﹤0.01% 2038
2023
Q4 		$64K Sell
1,200
-150
-11% -$7.02K ﹤0.01% 1870
2023
Q3 		$69.9K Sell
1,350
-35
-3% -$2.15K ﹤0.01% 1750
2023
Q2 		$98.9K Sell
1,385
-56
-4% -$4.04K ﹤0.01% 1593
2023
Q1 		$112K Buy
1,441
+136
+10% +$10.4K ﹤0.01% 1538
2022
Q4 		$95.2K Sell
1,305
-800
-38% -$60.3K ﹤0.01% 1581
2022
Q3 		$155K Buy
2,105
+800
+61% +$64.6K ﹤0.01% 1309
2022
Q2 		$93K Sell
1,305
-631
-33% -$43.7K ﹤0.01% 1525
2022
Q1 		$146K Sell
1,936
-437
-18% -$30.2K ﹤0.01% 1434
2021
Q4 		$183K Sell
2,373
-1,230
-34% -$108K ﹤0.01% 1350
2021
Q3 		$288K Sell
3,603
-469
-12% -$39.5K 0.01% 1119
2021
Q2 		$364K Sell
4,072
-5,869
-59% -$477K 0.01% 1078
2021
Q1 		$912K Buy
9,941
+8,049
+425% +$846K 0.02% 676
2020
Q4 		$194K Buy
1,892
+1,361
+256% +$109K ﹤0.01% 1084
2020
Q3 		$34K Sell
531
-3,923
-88% -$197K ﹤0.01% 1672
2020
Q2 		$161K Buy
4,454
+3,723
+509% +$118K ﹤0.01% 954
2020
Q1 		$18K Buy
731
+700
+2,258% +$22.8K ﹤0.01% 1651
2019
Q4 		$0 Hold
31
– – ﹤0.01% 2741
2019
Q3 		$0 Hold
31
– – ﹤0.01% 2762
2019
Q2 		$0 Buy
+31
New +$802 ﹤0.01% 2689
2018
Q4 		– Sell
-31
Closed -$1K – 1998
2018
Q3 		$1K Hold
31
– – ﹤0.01% 2529
2018
Q2 		$1K Hold
31
– – ﹤0.01% 2392
2018
Q1 		$0 Hold
31
– – ﹤0.01% 2326
2017
Q4 		$0 Hold
31
– – ﹤0.01% 1945
2017
Q3 		$0 Hold
31
– – ﹤0.01% 1754
2017
Q2 		$0 Hold
31
– – ﹤0.01% 1690
2017
Q1 		$0 Hold
31
– – ﹤0.01% 1561
2016
Q4 		$0 Buy
+31
New +$575 ﹤0.01% 892

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
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
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return

Steward Partners Investment Advisory's TAN Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Invesco Solar ETF (TAN) stake by 46% in Q1 2026, buying an estimated $18.8K and bringing the position to 1,075 shares worth $59.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2689.

Steward Partners Investment Advisory first reported a position in TAN in Q4 2016 and has held it in 36 quarters since. The position peaked at $912K in Q1 2021. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

  • Steward Partners Investment Advisory held 1,075 shares of Invesco Solar ETF worth $59.9K as of Q1 2026.
  • Steward Partners Investment Advisory bought 339 Invesco Solar ETF shares in Q1 2026, an estimated $18.8K.
  • Invesco Solar ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2689 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco Solar ETF in Q4 2016 and has held it in 36 quarters since.
  • Steward Partners Investment Advisory's Invesco Solar ETF position peaked at $912K in Q1 2021.
  • 246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.