Wealth Enhancement Advisory Services
TAN icon

Wealth Enhancement Advisory Services’s Invesco Solar ETF TAN Stock Holding History

Wealth Enhancement Advisory Services’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 		$481K Buy
8,755
+2,769
+46% +$168K ﹤0.01% 2723
2026
Q1 		$328K Sell
5,986
-3,555
-37% -$197K ﹤0.01% 2683
2025
Q4 		$491K Buy
9,541
+697
+8% +$33.6K ﹤0.01% 2493
2025
Q3 		$404K Sell
8,844
-764
-8% -$30.5K ﹤0.01% 2543
2025
Q2 		$372K Sell
9,608
-8,909
-48% -$280K ﹤0.01% 2449
2025
Q1 		$564K Buy
18,517
+524
+3% +$17.5K ﹤0.01% 1972
2024
Q4 		$596K Buy
17,993
+250
+1% +$9.22K ﹤0.01% 1857
2024
Q3 		$765K Buy
17,743
+12,648
+248% +$518K ﹤0.01% 1556
2024
Q2 		$205K Sell
5,095
-1,684
-25% -$73.6K ﹤0.01% 2282
2024
Q1 		$308K Sell
6,779
-255
-4% -$11.4K ﹤0.01% 1904
2023
Q4 		$375K Sell
7,034
-409
-5% -$19.2K ﹤0.01% 1678
2023
Q3 		$385K Buy
+7,443
New +$458K ﹤0.01% 1589

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DC
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AIC
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PIMG
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GAM
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YIH
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AAG
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EFG
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CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
WBC
West Branch Capital Amherst, Massachusetts $430M AUM 41.9% 1-Year Est. Return