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Vermillion Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Vermillion Wealth 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 		$10.5K Sell
178
-176
-50% -$10.7K ﹤0.01% 1094
2026
Q1 		$19.7K Hold
354
– – 0.01% 303
2025
Q4 		$17.4K Hold
354
– – 0.01% 306
2025
Q3 		$15.4K Hold
354
– – ﹤0.01% 942
2025
Q2 		$12.1K Hold
354
– – 0.01% 319
2025
Q1 		$10.8K Hold
354
– – ﹤0.01% 853
2024
Q4 		$11.7K Buy
+354
New +$13.1K 0.01% 311

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HI
Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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

Vermillion Wealth Management's TAN Position: Q2 2026 in Review

Vermillion Wealth Management reduced its Invesco Solar ETF (TAN) stake by 50% in Q2 2026, selling an estimated $10.7K and leaving 178 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Vermillion Wealth Management first reported a position in TAN in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.7K in Q1 2026. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Vermillion Wealth Management held 178 shares of Invesco Solar ETF worth $10.5K as of Q2 2026.
  • Vermillion Wealth Management sold 176 Invesco Solar ETF shares in Q2 2026, an estimated $10.7K.
  • Invesco Solar ETF made up ﹤0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #1094 holding.
  • Vermillion Wealth Management first reported a position in Invesco Solar ETF in Q4 2024 and has held it in 7 quarters since.
  • Vermillion Wealth Management's Invesco Solar ETF position peaked at $19.7K in Q1 2026.
  • 243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.