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
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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WHGAM

Wealth High Governance Asset Management Sao Paulo $641M AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return

WHGC

Wealth High Governance Capital Sao Paulo, Brazil $333M AUM 125.87% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Wealthspire Advisors (New York)'s TAN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco Solar ETF (TAN) in Q4 2025, closing a stake of 3,803 shares — an estimated $166K sold.

Wealthspire Advisors (New York) first reported a position in TAN in Q4 2020 and held it in 12 quarters. The position peaked at $396K in Q1 2021. 226 funds tracked by Wall St. Rank hold TAN as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Invesco Solar ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 3,803 Invesco Solar ETF shares in Q4 2025, an estimated $166K.
Wealthspire Advisors (New York) first reported a position in Invesco Solar ETF in Q4 2020 and held it in 12 quarters.
Wealthspire Advisors (New York)'s Invesco Solar ETF position peaked at $396K in Q1 2021.
226 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.