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

Synergy 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	–	Sell	-4,680	Closed	-$261K	–	324
2026 Q1	$261K	Buy	+4,680	New	+$259K	0.03%	220

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

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

Synergy Asset Management sold out of Invesco Solar ETF (TAN) in Q2 2026, closing a stake of 4,680 shares — an estimated $261K sold.

Synergy Asset Management first reported a position in TAN in Q1 2026 and held it in 1 quarter. The position peaked at $261K in Q1 2026. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Synergy Asset Management reported no remaining Invesco Solar ETF position as of Q2 2026 after selling out during the quarter.
Synergy Asset Management sold 4,680 Invesco Solar ETF shares in Q2 2026, an estimated $261K.
Synergy Asset Management first reported a position in Invesco Solar ETF in Q1 2026 and held it in 1 quarter.
Synergy Asset Management's Invesco Solar ETF position peaked at $261K in Q1 2026.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.