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

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

Wealth Enhancement Advisory Services's TAN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco Solar ETF (TAN) stake by 46% in Q2 2026, buying an estimated $168K and bringing the position to 8,755 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #2723.

Wealth Enhancement Advisory Services first reported a position in TAN in Q3 2023 and has held it in 12 quarters since. The position peaked at $765K in Q3 2024. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Wealth Enhancement Advisory Services held 8,755 shares of Invesco Solar ETF worth $481K as of Q2 2026.
Wealth Enhancement Advisory Services bought 2,769 Invesco Solar ETF shares in Q2 2026, an estimated $168K.
Invesco Solar ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2723 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco Solar ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Invesco Solar ETF position peaked at $765K in Q3 2024.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.