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Wealth High Governance Asset Management’s Invesco Solar ETF TAN Stock Holding History

Wealth High Governance Asset 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
Q1 		$9.99M Sell
179,398
-219,454
-55% -$12.1M 1.56% 28
2025
Q4 		$19.6M Buy
+398,852
New +$19.2M 3.5% 7

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 60.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return

Wealth High Governance Asset Management's TAN Position: Q1 2026 in Review

Wealth High Governance Asset Management reduced its Invesco Solar ETF (TAN) stake by 55% in Q1 2026, selling an estimated $12.1M and leaving 179,398 shares worth $9.99M. The position accounts for 1.56% of the portfolio, ranked #28.

Wealth High Governance Asset Management first reported a position in TAN in Q4 2025 and has held it in 2 quarters since. The position peaked at $19.6M in Q4 2025. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

  • Wealth High Governance Asset Management held 179,398 shares of Invesco Solar ETF worth $9.99M as of Q1 2026.
  • Wealth High Governance Asset Management sold 219,454 Invesco Solar ETF shares in Q1 2026, an estimated $12.1M.
  • Invesco Solar ETF made up 1.56% of Wealth High Governance Asset Management's portfolio in Q1 2026, its #28 holding.
  • Wealth High Governance Asset Management first reported a position in Invesco Solar ETF in Q4 2025 and has held it in 2 quarters since.
  • Wealth High Governance Asset Management's Invesco Solar ETF position peaked at $19.6M in Q4 2025.
  • 246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on Wealth High Governance Asset Management's 13F filing for Q1 2026, filed 18 Jun 2026.