TS Financial Group (TSFG)’s Invesco Solar ETF TAN Stock Holding History

TS Financial Group (TSFG)’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	$118K	Buy	+2,000	New	+$121K	0.01%	258
2023 Q2	–	Sell	-200	Closed	-$16K	–	1058
2023 Q1	$16K	Hold	200	–	–	0.01%	439
2022 Q4	$15K	Hold	200	–	–	0.01%	456
2022 Q3	$15K	Hold	200	–	–	0.01%	444
2022 Q2	$14K	Hold	200	–	–	0.01%	472
2022 Q1	$15K	Hold	200	–	–	0.01%	483
2021 Q4	$15K	Sell	200 -60	-23%	-$5.26K	0.01%	492
2021 Q3	$21K	Hold	260	–	–	0.01%	427
2021 Q2	$23K	Hold	260	–	–	0.01%	413
2021 Q1	$24K	Buy	+260	New	+$27.3K	0.01%	354

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

TS Financial Group (TSFG)'s TAN Position: Q2 2026 in Review

TS Financial Group (TSFG) opened a new position in Invesco Solar ETF (TAN) in Q2 2026: 2,000 shares worth $118K. The stake represents 0.01% of the portfolio and ranks #258 among its holdings. This is a return to the name: TS Financial Group (TSFG) previously reported a position in TAN as recently as Q1 2023.

TS Financial Group (TSFG) first reported a position in TAN in Q1 2021 and has held it in 10 quarters since. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

TS Financial Group (TSFG) held 2,000 shares of Invesco Solar ETF worth $118K as of Q2 2026.
Invesco Solar ETF was a new TS Financial Group (TSFG) position in Q2 2026.
Invesco Solar ETF made up 0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #258 holding.
TS Financial Group (TSFG) first reported a position in Invesco Solar ETF in Q1 2021 and has held it in 10 quarters since.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.