UMB Bank’s Invesco Solar ETF TAN Stock Holding History

UMB Bank’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	$59.1K	Hold	1,000	–	–	﹤0.01%	1254
2026 Q1	$55.7K	Hold	1,000	–	–	﹤0.01%	1218
2025 Q4	$49.1K	Hold	1,000	–	–	﹤0.01%	1258
2025 Q3	$43.6K	Hold	1,000	–	–	﹤0.01%	1208
2025 Q2	$34.3K	Hold	1,000	–	–	﹤0.01%	1237
2025 Q1	$30.5K	Hold	1,000	–	–	﹤0.01%	1225
2024 Q4	$33.1K	Hold	1,000	–	–	﹤0.01%	1072
2024 Q3	$43.1K	Hold	1,000	–	–	﹤0.01%	922
2024 Q2	$40.2K	Hold	1,000	–	–	﹤0.01%	869
2024 Q1	$45.4K	Sell	1,000 -209	-17%	-$9.32K	﹤0.01%	851
2023 Q4	$64.5K	Buy	1,209 +1	+0.1%	+$47	﹤0.01%	789
2023 Q3	$62.6K	Hold	1,208	–	–	﹤0.01%	781
2023 Q2	$86.3K	Hold	1,208	–	–	﹤0.01%	728
2023 Q1	$93.8K	Hold	1,208	–	–	﹤0.01%	710
2022 Q4	$88K	Hold	1,208	–	–	﹤0.01%	728
2022 Q3	$89K	Hold	1,208	–	–	﹤0.01%	743
2022 Q2	$86K	Hold	1,208	–	–	﹤0.01%	781
2022 Q1	$91K	Hold	1,208	–	–	﹤0.01%	797
2021 Q4	$93K	Buy	+1,208	New	+$106K	﹤0.01%	817

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

UMB Bank's TAN Position: Q2 2026 in Review

UMB Bank held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 1,000 shares worth $59.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

UMB Bank first reported a position in TAN in Q4 2021 and has held it in 19 quarters since. The position peaked at $93.8K in Q1 2023. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

UMB Bank held 1,000 shares of Invesco Solar ETF worth $59.1K as of Q2 2026.
UMB Bank left its Invesco Solar ETF share count unchanged in Q2 2026.
Invesco Solar ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1254 holding.
UMB Bank first reported a position in Invesco Solar ETF in Q4 2021 and has held it in 19 quarters since.
UMB Bank's Invesco Solar ETF position peaked at $93.8K in Q1 2023.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.