Waverly Advisors’s Invesco Solar ETF TAN Stock Holding History

Waverly Advisors’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	$334K	Hold	5,647	–	–	﹤0.01%	1354
2026 Q1	$315K	Hold	5,647	–	–	﹤0.01%	1282
2025 Q4	$277K	Sell	5,647 -195	-3%	-$9.39K	﹤0.01%	1247
2025 Q3	$255K	Buy	+5,842	New	+$233K	﹤0.01%	1103
2024 Q4	–	Sell	-4,782	Closed	-$206K	–	1018
2024 Q3	$206K	Buy	+4,782	New	+$196K	﹤0.01%	769
2015 Q4	–	Sell	-102	Closed	-$3K	–	359
2015 Q3	$3K	Buy	102 +92	+920%	+$2.98K	﹤0.01%	402
2015 Q2	$0	Buy	+10	New	+$451	﹤0.01%	395

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

Waverly Advisors's TAN Position: Q2 2026 in Review

Waverly Advisors held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 5,647 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Waverly Advisors first reported a position in TAN in Q2 2015 and has held it in 7 quarters since. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Waverly Advisors held 5,647 shares of Invesco Solar ETF worth $334K as of Q2 2026.
Waverly Advisors left its Invesco Solar ETF share count unchanged in Q2 2026.
Invesco Solar ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1354 holding.
Waverly Advisors first reported a position in Invesco Solar ETF in Q2 2015 and has held it in 7 quarters since.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.