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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
Q2 		– Sell
-179,398
Closed -$9.99M – 76
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 $1.81T AUM 41.13% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HI
Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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 High Governance Asset Management's TAN Position: Q2 2026 in Review

Wealth High Governance Asset Management sold out of Invesco Solar ETF (TAN) in Q2 2026, closing a stake of 179,398 shares — an estimated $9.99M sold.

Wealth High Governance Asset Management first reported a position in TAN in Q4 2025 and held it in 2 quarters. The position peaked at $19.6M in Q4 2025. 244 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Wealth High Governance Asset Management reported no remaining Invesco Solar ETF position as of Q2 2026 after selling out during the quarter.
  • Wealth High Governance Asset Management sold 179,398 Invesco Solar ETF shares in Q2 2026, an estimated $9.99M.
  • Wealth High Governance Asset Management first reported a position in Invesco Solar ETF in Q4 2025 and held it in 2 quarters.
  • Wealth High Governance Asset Management's Invesco Solar ETF position peaked at $19.6M in Q4 2025.
  • 244 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Wealth High Governance Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.