UBS Group’s Invesco Solar ETF TAN Stock Holding History

UBS Group’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	$1.18M	Buy	+20,000	New	+$1.21M	﹤0.01%	5578
2025 Q2	–	Sell	-730,000	Closed	-$22.2M	–	10815
2025 Q1	$22.2M	Buy	730,000 +170,000	+30%	+$5.69M	﹤0.01%	2208
2024 Q4	$18.5M	Sell	560,000 -139,600	-20%	-$5.15M	﹤0.01%	2406
2024 Q3	$30.2M	Buy	699,600 +41,800	+6%	+$1.71M	0.01%	1517
2024 Q2	$26.5M	Buy	657,800 +122,900	+23%	+$5.37M	0.01%	1463
2024 Q1	$24.3M	Buy	534,900 +153,700	+40%	+$6.86M	0.01%	1537
2023 Q4	$20.3M	Buy	+381,200	New	+$17.8M	0.01%	1573
2023 Q3	–	Sell	-65,000	Closed	-$4.64M	–	9954
2023 Q2	$4.64M	Sell	65,000 -192,500	-75%	-$13.9M	﹤0.01%	2666
2023 Q1	$20M	Buy	+257,500	New	+$19.7M	0.01%	1394
2022 Q1	–	Sell	-348,600	Closed	-$26.8M	–	10880
2021 Q4	$26.8M	Buy	348,600 +150,000	+76%	+$13.1M	0.01%	1376
2021 Q3	$15.9M	Hold	198,600	–	–	0.01%	1678
2021 Q2	$17.7M	Buy	+198,600	New	+$16.2M	0.01%	1586

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

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

LHWM

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

UBS Group's TAN Position: Q2 2026 in Review

UBS Group increased its Invesco Solar ETF (TAN) stake by 258% in Q2 2026, buying an estimated $27.8M and bringing the position to 636,079 shares worth $37.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2034.

UBS Group first reported a position in TAN in Q4 2014 and has held it in 47 quarters since. The position peaked at $42M in Q4 2020. 244 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

UBS Group held 636,079 shares of Invesco Solar ETF worth $37.6M as of Q2 2026.
UBS Group bought 458,262 Invesco Solar ETF shares in Q2 2026, an estimated $27.8M.
Invesco Solar ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2034 holding.
UBS Group first reported a position in Invesco Solar ETF in Q4 2014 and has held it in 47 quarters since.
UBS Group's Invesco Solar ETF position peaked at $42M in Q4 2020.
244 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.