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Verity Asset Management’s Invesco Solar ETF TAN Stock Holding History

Verity Asset 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
Q1 		$912K Buy
16,367
+387
+2% +$21.4K 0.38% 78
2025
Q4 		$785K Buy
15,980
+813
+5% +$39.2K 0.34% 80
2025
Q3 		$662K Buy
15,167
+380
+3% +$15.2K 0.22% 109
2025
Q2 		$507K Sell
14,787
-61
-0.4% -$1.92K 0.24% 103
2025
Q1 		$452K Buy
14,848
+140
+1% +$4.68K 0.18% 123
2024
Q4 		$487K Sell
14,708
-265
-2% -$9.78K 0.27% 86
2024
Q3 		$645K Buy
14,973
+120
+0.8% +$4.91K 0.24% 95
2024
Q2 		$597K Buy
14,853
+955
+7% +$41.7K 0.23% 96
2024
Q1 		$631K Buy
13,898
+2,749
+25% +$123K 0.35% 76
2023
Q4 		$595K Buy
11,149
+577
+5% +$27K 0.38% 68
2023
Q3 		$548K Buy
10,572
+1,105
+12% +$68K 0.4% 67
2023
Q2 		$676K Sell
9,467
-2,060
-18% -$149K 0.5% 61
2023
Q1 		$895K Sell
11,527
-518
-4% -$39.7K 0.53% 55
2022
Q4 		$879K Buy
12,045
+1,490
+14% +$112K 0.75% 42
2022
Q3 		$777K Buy
+10,555
New +$852K 0.8% 40
2022
Q1 		$913K Buy
12,086
+251
+2% +$17.3K 0.58% 51
2021
Q4 		$911K Sell
11,835
-412
-3% -$36.1K 0.54% 46
2021
Q3 		$979K Sell
12,247
-72
-0.6% -$6.06K 0.63% 37
2021
Q2 		$1.1M Buy
12,319
+2,159
+21% +$176K 0.6% 34
2021
Q1 		$932K Sell
10,160
-1,355
-12% -$142K 0.56% 44
2020
Q4 		$1.18M Sell
11,515
-3,921
-25% -$314K 0.82% 28
2020
Q3 		$1M Sell
15,436
-2,528
-14% -$127K 0.76% 30
2020
Q2 		$649K Buy
17,964
+5,281
+42% +$167K 0.6% 38
2020
Q1 		$320K Buy
+12,683
New +$414K 0.4% 80
2016
Q3 		$1.29M Buy
+63,487
New +$1.34M 1.2% 26
2014
Q4 		– Sell
-10,918
Closed -$443K – 97
2014
Q3 		$443K Buy
+10,918
New +$464K 0.5% 46

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return

Verity Asset Management's TAN Position: Q1 2026 in Review

Verity Asset Management increased its Invesco Solar ETF (TAN) stake by 2.4% in Q1 2026, buying an estimated $21.4K and bringing the position to 16,367 shares worth $912K. The position accounts for 0.38% of the portfolio, ranked #78.

Verity Asset Management first reported a position in TAN in Q3 2014 and has held it in 26 quarters since. The position peaked at $1.29M in Q3 2016. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

  • Verity Asset Management held 16,367 shares of Invesco Solar ETF worth $912K as of Q1 2026.
  • Verity Asset Management bought 387 Invesco Solar ETF shares in Q1 2026, an estimated $21.4K.
  • Invesco Solar ETF made up 0.38% of Verity Asset Management's portfolio in Q1 2026, its #78 holding.
  • Verity Asset Management first reported a position in Invesco Solar ETF in Q3 2014 and has held it in 26 quarters since.
  • Verity Asset Management's Invesco Solar ETF position peaked at $1.29M in Q3 2016.
  • 246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on Verity Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.