Vontobel Holding
TAN icon

Vontobel Holding’s Invesco Solar ETF TAN Stock Holding History

Vontobel Holding’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 		$1.13M Sell
20,210
-2,956
-13% -$164K ﹤0.01% 635
2025
Q4 		$1.14M Buy
23,166
+1,478
+7% +$71.2K ﹤0.01% 724
2025
Q3 		$946K Buy
21,688
+4,913
+29% +$196K ﹤0.01% 741
2025
Q2 		$575K Sell
16,775
-21,318
-56% -$670K ﹤0.01% 857
2025
Q1 		$1.16M Buy
38,093
+15,486
+69% +$518K ﹤0.01% 544
2024
Q4 		$749K Buy
22,607
+5,385
+31% +$199K ﹤0.01% 670
2024
Q3 		$742K Buy
17,222
+1,334
+8% +$54.6K ﹤0.01% 668
2024
Q2 		$639K Buy
15,888
+1,674
+12% +$73.1K ﹤0.01% 701
2024
Q1 		$645K Hold
14,214
– – 0.01% 700
2023
Q4 		$758K Buy
14,214
+2,330
+20% +$109K 0.01% 672
2023
Q3 		$615K Sell
11,884
-2,601
-18% -$160K 0.01% 707
2023
Q2 		$1.03M Sell
14,485
-7,332
-34% -$529K 0.01% 590
2023
Q1 		$1.69M Sell
21,817
-1,400
-6% -$107K 0.02% 456
2022
Q4 		$1.69M Buy
23,217
+1,332
+6% +$100K 0.02% 453
2022
Q3 		$1.61M Buy
21,885
+1,546
+8% +$125K 0.02% 444
2022
Q2 		$1.45M Sell
20,339
-2,240
-10% -$155K 0.02% 454
2022
Q1 		$1.7M Sell
22,579
-9,721
-30% -$672K 0.01% 464
2021
Q4 		$2.49M Sell
32,300
-500
-2% -$43.8K 0.02% 401
2021
Q3 		$2.62M Buy
32,800
+6,700
+26% +$564K 0.02% 393
2021
Q2 		$2.33M Buy
26,100
+4,700
+22% +$382K 0.02% 405
2021
Q1 		$1.96M Buy
21,400
+18,900
+756% +$1.99M 0.01% 404
2020
Q4 		$257K Buy
+2,500
New +$200K ﹤0.01% 841

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

Vontobel Holding's TAN Position: Q1 2026 in Review

Vontobel Holding reduced its Invesco Solar ETF (TAN) stake by 13% in Q1 2026, selling an estimated $164K and leaving 20,210 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Vontobel Holding first reported a position in TAN in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.62M in Q3 2021. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

  • Vontobel Holding held 20,210 shares of Invesco Solar ETF worth $1.13M as of Q1 2026.
  • Vontobel Holding sold 2,956 Invesco Solar ETF shares in Q1 2026, an estimated $164K.
  • Invesco Solar ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #635 holding.
  • Vontobel Holding first reported a position in Invesco Solar ETF in Q4 2020 and has held it in 22 quarters since.
  • Vontobel Holding's Invesco Solar ETF position peaked at $2.62M in Q3 2021.
  • 246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.