Wealthspire Advisors (New York)’s Invesco Solar ETF TAN Stock Holding History

Wealthspire Advisors (New York)’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	$203K	Buy	+3,432	New	+$208K	﹤0.01%	1172
2025 Q4	–	Sell	-3,803	Closed	-$166K	–	2684
2025 Q3	$166K	Buy	+3,803	New	+$152K	﹤0.01%	857
2023 Q3	–	Sell	-3,373	Closed	-$241K	–	617
2023 Q2	$241K	Hold	3,373	–	–	﹤0.01%	489
2023 Q1	$262K	Sell	3,373 -1,446	-30%	-$111K	﹤0.01%	461
2022 Q4	$351K	Sell	4,819 -252	-5%	-$19K	0.01%	428
2022 Q3	$373K	Buy	5,071 +1,446	+40%	+$117K	0.01%	383
2022 Q2	$259K	Hold	3,625	–	–	0.01%	432
2022 Q1	$274K	Hold	3,625	–	–	0.01%	368
2021 Q4	$279K	Sell	3,625 -455	-11%	-$39.9K	0.01%	436
2021 Q3	$326K	Buy	4,080 +1,170	+40%	+$98.5K	0.01%	450
2021 Q2	$260K	Sell	2,910 -1,407	-33%	-$114K	0.01%	318
2021 Q1	$396K	Buy	4,317 +721	+20%	+$75.8K	0.01%	464
2020 Q4	$370K	Buy	+3,596	New	+$288K	0.01%	371

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

Wealthspire Advisors (New York)'s TAN Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Invesco Solar ETF (TAN) in Q2 2026: 3,432 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1172 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in TAN as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in TAN in Q4 2020 and has held it in 13 quarters since. The position peaked at $396K in Q1 2021. 245 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Wealthspire Advisors (New York) held 3,432 shares of Invesco Solar ETF worth $203K as of Q2 2026.
Invesco Solar ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
Invesco Solar ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1172 holding.
Wealthspire Advisors (New York) first reported a position in Invesco Solar ETF in Q4 2020 and has held it in 13 quarters since.
Wealthspire Advisors (New York)'s Invesco Solar ETF position peaked at $396K in Q1 2021.
245 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.