Sycomore Asset Management’s Invesco Solar ETF TAN Stock Holding History

Sycomore Asset Management’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	$448K	Hold	6,500	–	–	0.05%	65
2026 Q1	$273K	Hold	6,500	–	–	0.04%	68
2025 Q4	$273K	Hold	6,500	–	–	0.05%	60
2025 Q3	$273K	Hold	6,500	–	–	0.05%	58
2025 Q2	$273K	Hold	6,500	–	–	0.04%	61
2025 Q1	$273K	Hold	6,500	–	–	0.04%	68
2024 Q4	$273K	Buy	+6,500	New	+$240K	0.04%	68
2024 Q2	–	Sell	-3,600	Closed	-$165K	–	73
2024 Q1	$165K	Buy	3,600 +1,500	+71%	+$66.9K	0.04%	65
2023 Q4	$113K	Buy	+2,100	New	+$98.3K	0.02%	75
2022 Q2	–	Sell	-19,190	Closed	-$1.48M	–	124
2022 Q1	$1.48M	Buy	+19,190	New	+$1.33M	0.26%	73
2021 Q4	–	Sell	-22,875	Closed	-$1.82M	–	133
2021 Q3	$1.82M	Sell	22,875 -6,957	-23%	-$586K	0.27%	82
2021 Q2	$2.55M	Buy	29,832 +10,732	+56%	+$873K	0.35%	77
2021 Q1	$1.61M	Sell	19,100 -10,400	-35%	-$1.09M	0.31%	70
2020 Q4	$3.03M	Buy	+29,500	New	+$2.36M	0.63%	50

Other funds holding TAN

LHWM

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Sycomore Asset Management's TAN Position: Q2 2026 in Review

Sycomore Asset Management held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 6,500 shares worth $448K. The position accounts for 0.05% of the portfolio, ranked #65.

Sycomore Asset Management first reported a position in TAN in Q4 2020 and has held it in 14 quarters since. The position peaked at $3.03M in Q4 2020. 73 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Sycomore Asset Management held 6,500 shares of Invesco Solar ETF worth $448K as of Q2 2026.
Sycomore Asset Management left its Invesco Solar ETF share count unchanged in Q2 2026.
Invesco Solar ETF made up 0.05% of Sycomore Asset Management's portfolio in Q2 2026, its #65 holding.
Sycomore Asset Management first reported a position in Invesco Solar ETF in Q4 2020 and has held it in 14 quarters since.
Sycomore Asset Management's Invesco Solar ETF position peaked at $3.03M in Q4 2020.
73 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Sycomore Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.