Tradewinds Capital Management’s Invesco Solar ETF TAN Stock Holding History

Tradewinds Capital 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	$2.14K	Hold	36	–	–	﹤0.01%	561
2026 Q1	$2.02K	Hold	36	–	–	﹤0.01%	558
2025 Q4	$1.78K	Hold	36	–	–	﹤0.01%	544
2025 Q3	$1.58K	Hold	36	–	–	﹤0.01%	538
2025 Q2	$1.24K	Hold	36	–	–	﹤0.01%	508
2025 Q1	$1.1K	Hold	36	–	–	﹤0.01%	532
2024 Q4	$1.2K	Hold	36	–	–	﹤0.01%	531
2024 Q3	$1.55K	Hold	36	–	–	﹤0.01%	487
2024 Q2	$1.45K	Hold	36	–	–	﹤0.01%	469
2024 Q1	$1.64K	Buy	+36	New	+$1.61K	﹤0.01%	429
2019 Q1	–	Sell	-46	Closed	-$1K	–	650
2018 Q4	$1K	Hold	46	–	–	﹤0.01%	602
2018 Q3	$1K	Hold	46	–	–	﹤0.01%	619
2018 Q2	$1K	Hold	46	–	–	﹤0.01%	626
2018 Q1	$1K	Hold	46	–	–	﹤0.01%	627
2017 Q4	$1K	Buy	+46	New	+$1.1K	﹤0.01%	659

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

Tradewinds Capital Management's TAN Position: Q2 2026 in Review

Tradewinds Capital Management held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 36 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Tradewinds Capital Management first reported a position in TAN in Q4 2017 and has held it in 15 quarters since. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Tradewinds Capital Management held 36 shares of Invesco Solar ETF worth $2.14K as of Q2 2026.
Tradewinds Capital Management left its Invesco Solar ETF share count unchanged in Q2 2026.
Invesco Solar ETF made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #561 holding.
Tradewinds Capital Management first reported a position in Invesco Solar ETF in Q4 2017 and has held it in 15 quarters since.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.