TFF
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The Family Firm’s Invesco Solar ETF TAN Stock Holding History

The Family Firm’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
Q2 		$522K Sell
15,247
-298
-2% -$9.36K 0.13% 79
2025
Q1 		$474K Buy
15,545
+241
+2% +$8.06K 0.11% 121
2024
Q4 		$507K Sell
15,304
-59
-0.4% -$2.18K 0.11% 111
2024
Q3 		$662K Sell
15,363
-32
-0.2% -$1.31K 0.15% 101
2024
Q2 		$619K Sell
15,395
-226
-1% -$9.87K 0.14% 98
2024
Q1 		$709K Buy
15,621
+1,189
+8% +$53K 0.17% 91
2023
Q4 		$770K Buy
14,432
+3
+0% +$140 0.2% 84
2023
Q3 		$747K Buy
14,429
+3,052
+27% +$188K 0.21% 80
2023
Q2 		$813K Buy
11,377
+133
+1% +$9.59K 0.21% 81
2023
Q1 		$873K Buy
11,244
+1,543
+16% +$118K 0.24% 73
2022
Q4 		$708K Buy
9,701
+2,274
+31% +$171K 0.21% 86
2022
Q3 		$547K Sell
7,427
-504
-6% -$40.7K 0.17% 91
2022
Q2 		$566K Buy
7,931
+1,127
+17% +$78.1K 0.17% 93
2022
Q1 		$513K Buy
6,804
+1,913
+39% +$132K 0.13% 97
2021
Q4 		$376K Buy
4,891
+1,044
+27% +$91.5K 0.1% 124
2021
Q3 		$347K Buy
3,847
+180
+5% +$15.2K 0.09% 128
2021
Q2 		$328K Buy
+3,667
New +$298K 0.09% 125
2021
Q1 		– Sell
-2,450
Closed -$262K – 172
2020
Q4 		$262K Buy
+2,450
New +$196K 0.08% 137

Other funds holding TAN

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

The Family Firm's TAN Position: Q2 2025 in Review

The Family Firm reduced its Invesco Solar ETF (TAN) stake by 1.9% in Q2 2025, selling an estimated $9.36K and leaving 15,247 shares worth $522K. The position accounts for 0.13% of the portfolio, ranked #79.

The Family Firm first reported a position in TAN in Q4 2020 and has held it in 18 quarters since. The position peaked at $873K in Q1 2023. 178 funds tracked by Wall St. Rank hold TAN as of Q2 2025.

  • The Family Firm held 15,247 shares of Invesco Solar ETF worth $522K as of Q2 2025.
  • The Family Firm sold 298 Invesco Solar ETF shares in Q2 2025, an estimated $9.36K.
  • Invesco Solar ETF made up 0.13% of The Family Firm's portfolio in Q2 2025, its #79 holding.
  • The Family Firm first reported a position in Invesco Solar ETF in Q4 2020 and has held it in 18 quarters since.
  • The Family Firm's Invesco Solar ETF position peaked at $873K in Q1 2023.
  • 178 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.