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Strategic Wealth Investment Group’s Invesco Solar ETF TAN Stock Holding History

Strategic Wealth Investment Group’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
2025
Q3 		– Sell
-441
Closed -$15.1K – 188
2025
Q2 		$15.1K Buy
+441
New +$13.9K 0.02% 81
2025
Q1 		– Sell
-8,786
Closed -$291K – 106
2024
Q4 		$291K Sell
8,786
-697
-7% -$25.7K 0.03% 114
2024
Q3 		$405K Sell
9,483
-32,087
-77% -$1.31M 0.04% 100
2024
Q2 		$1.63M Buy
+41,570
New +$1.82M 0.21% 63
2023
Q4 		$674K Buy
12,630
+1,153
+10% +$54K 0.1% 64
2023
Q3 		$594K Buy
11,477
+92
+0.8% +$5.66K 0.11% 65
2023
Q2 		$813K Buy
11,385
+236
+2% +$17K 0.13% 76
2023
Q1 		$866K Buy
11,149
+763
+7% +$58.5K 0.16% 75
2022
Q4 		$849K Buy
10,386
+60
+0.6% +$4.52K 0.2% 58
2022
Q3 		$760K Buy
10,326
+576
+6% +$46.5K 0.22% 54
2022
Q2 		$696K Sell
9,750
-237
-2% -$16.4K 0.17% 83
2022
Q1 		$754K Buy
9,987
+1,968
+25% +$136K 0.18% 58
2021
Q4 		$617K Buy
8,019
+459
+6% +$40.2K 0.16% 58
2021
Q3 		$605K Buy
7,560
+1,711
+29% +$144K 0.18% 56
2021
Q2 		$523K Buy
5,849
+1,656
+39% +$135K 0.19% 55
2021
Q1 		$385K Buy
4,193
+154
+4% +$16.2K 0.18% 55
2020
Q4 		$415K Sell
4,039
-1,578
-28% -$126K 0.24% 58
2020
Q3 		$364K Buy
+5,617
New +$282K 0.27% 63

Other funds holding TAN

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
FCC
Florin Court Capital London, United Kingdom $26.5M AUM 34.2% 1-Year Est. Return

Strategic Wealth Investment Group's TAN Position: Q3 2025 in Review

Strategic Wealth Investment Group sold out of Invesco Solar ETF (TAN) in Q3 2025, closing a stake of 441 shares — an estimated $15.1K sold.

Strategic Wealth Investment Group first reported a position in TAN in Q3 2020 and held it in 18 quarters. The position peaked at $1.63M in Q2 2024. 183 funds tracked by Wall St. Rank hold TAN as of Q3 2025.

  • Strategic Wealth Investment Group reported no remaining Invesco Solar ETF position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 441 Invesco Solar ETF shares in Q3 2025, an estimated $15.1K.
  • Strategic Wealth Investment Group first reported a position in Invesco Solar ETF in Q3 2020 and held it in 18 quarters.
  • Strategic Wealth Investment Group's Invesco Solar ETF position peaked at $1.63M in Q2 2024.
  • 183 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.