SS
TAN icon

Sunbelt Securities’s Invesco Solar ETF TAN Stock Holding History

Sunbelt Securities’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 		$33.4K Hold
600
– – ﹤0.01% 1137
2025
Q4 		$29.5K Hold
600
– – ﹤0.01% 1149
2025
Q3 		$26.2K Hold
600
– – ﹤0.01% 1183
2025
Q2 		$19.9K Hold
600
– – ﹤0.01% 1174
2025
Q1 		$18.3K Hold
600
– – ﹤0.01% 1146
2024
Q4 		$20.2K Hold
600
– – ﹤0.01% 1168
2024
Q3 		$25.9K Hold
600
– – ﹤0.01% 1099
2024
Q2 		$24.1K Hold
600
– – ﹤0.01% 1081
2024
Q1 		$27.2K Hold
600
– – ﹤0.01% 1022
2023
Q4 		$32K Hold
600
– – ﹤0.01% 907
2023
Q3 		$31.1K Hold
600
– – ﹤0.01% 909
2023
Q2 		$42.9K Hold
600
– – 0.01% 834
2023
Q1 		$45.5K Buy
+600
New +$46K 0.01% 771

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HI
Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return

Sunbelt Securities's TAN Position: Q1 2026 in Review

Sunbelt Securities held its Invesco Solar ETF (TAN) position steady in Q1 2026 at 600 shares worth $33.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Sunbelt Securities first reported a position in TAN in Q1 2023 and has held it in 13 quarters since. The position peaked at $45.5K in Q1 2023. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

  • Sunbelt Securities held 600 shares of Invesco Solar ETF worth $33.4K as of Q1 2026.
  • Sunbelt Securities left its Invesco Solar ETF share count unchanged in Q1 2026.
  • Invesco Solar ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1137 holding.
  • Sunbelt Securities first reported a position in Invesco Solar ETF in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's Invesco Solar ETF position peaked at $45.5K in Q1 2023.
  • 246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.