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WealthShield Partners’s Invesco Solar ETF TAN Stock Holding History

WealthShield Partners’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
-1,394
Closed -$77.7K – 585
2026
Q1 		$77.7K Hold
1,394
– – 0.01% 422
2025
Q4 		$68.5K Hold
1,394
– – 0.01% 423
2025
Q3 		$60.8K Buy
1,394
+90
+7% +$3.6K 0.01% 425
2025
Q2 		$44.7K Hold
1,304
– – 0.01% 426
2025
Q1 		$39.7K Hold
1,304
– – 0.01% 422
2024
Q4 		$43.2K Sell
1,304
-152
-10% -$5.61K 0.01% 385
2024
Q3 		$62.8K Sell
1,456
-38
-3% -$1.55K 0.01% 379
2024
Q2 		$60.1K Hold
1,494
– – 0.01% 352
2024
Q1 		$67.8K Buy
1,494
+67
+5% +$2.99K 0.01% 339
2023
Q4 		$76.1K Buy
1,427
+5
+0.4% +$234 0.01% 341
2023
Q3 		$73.6K Sell
1,422
-15
-1% -$924 0.01% 355
2023
Q2 		$103K Hold
1,437
– – 0.02% 340
2023
Q1 		$112K Buy
+1,437
New +$110K 0.02% 330

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

WealthShield Partners's TAN Position: Q2 2026 in Review

WealthShield Partners sold out of Invesco Solar ETF (TAN) in Q2 2026, closing a stake of 1,394 shares — an estimated $77.7K sold.

WealthShield Partners first reported a position in TAN in Q1 2023 and held it in 13 quarters. The position peaked at $112K in Q1 2023. 244 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • WealthShield Partners reported no remaining Invesco Solar ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 1,394 Invesco Solar ETF shares in Q2 2026, an estimated $77.7K.
  • WealthShield Partners first reported a position in Invesco Solar ETF in Q1 2023 and held it in 13 quarters.
  • WealthShield Partners's Invesco Solar ETF position peaked at $112K in Q1 2023.
  • 244 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.