Summit Financial’s Invesco Solar ETF TAN Stock Holding History

Summit Financial’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	$705K	Buy	11,923 +1,800	+18%	+$109K	0.01%	969
2026 Q1	$564K	Buy	+10,123	New	+$560K	0.01%	956

Other funds holding TAN

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Summit Financial's TAN Position: Q2 2026 in Review

Summit Financial increased its Invesco Solar ETF (TAN) stake by 18% in Q2 2026, buying an estimated $109K and bringing the position to 11,923 shares worth $705K. The position accounts for 0.01% of the portfolio, ranked #969.

Summit Financial first reported a position in TAN in Q1 2026 and has held it in 2 quarters since. 244 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Summit Financial held 11,923 shares of Invesco Solar ETF worth $705K as of Q2 2026.
Summit Financial bought 1,800 Invesco Solar ETF shares in Q2 2026, an estimated $109K.
Invesco Solar ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #969 holding.
Summit Financial first reported a position in Invesco Solar ETF in Q1 2026 and has held it in 2 quarters since.
244 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.