Wealthfront Advisers
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Wealthfront Advisers’s Invesco Solar ETF TAN Stock Holding History

Wealthfront Advisers’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 		$536K Buy
9,620
+1,411
+17% +$78.1K ﹤0.01% 821
2025
Q4 		$403K Buy
8,209
+1,307
+19% +$62.9K ﹤0.01% 862
2025
Q3 		$301K Sell
6,902
-1,252
-15% -$50K ﹤0.01% 900
2025
Q2 		$279K Buy
8,154
+722
+10% +$22.7K ﹤0.01% 879
2025
Q1 		$226K Buy
7,432
+1,039
+16% +$34.7K ﹤0.01% 889
2024
Q4 		$212K Buy
6,393
+984
+18% +$36.3K ﹤0.01% 884
2024
Q3 		$233K Buy
+5,409
New +$221K ﹤0.01% 859
2024
Q2 		– Sell
-5,945
Closed -$270K – 896
2024
Q1 		$270K Buy
5,945
+1,564
+36% +$69.8K ﹤0.01% 820
2023
Q4 		$234K Buy
4,381
+322
+8% +$15.1K ﹤0.01% 821
2023
Q3 		$210K Buy
4,059
+489
+14% +$30.1K ﹤0.01% 811
2023
Q2 		$255K Buy
3,570
+529
+17% +$38.2K ﹤0.01% 786
2023
Q1 		$236K Buy
+3,041
New +$233K ﹤0.01% 779

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B 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 $766M AUM 73.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $10.9B AUM 60.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return