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Wedbush Securities’s Invesco Solar ETF TAN Stock Holding History

Wedbush Securities’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
Q1 		– Sell
-6,658
Closed -$221K – 1186
2024
Q4 		$221K Sell
6,658
-5,164
-44% -$191K 0.01% 980
2024
Q3 		$510K Buy
11,822
+2,500
+27% +$102K 0.02% 603
2024
Q2 		$375K Buy
9,322
+739
+9% +$32.3K 0.01% 755
2024
Q1 		$389K Sell
8,583
-2,062
-19% -$92K 0.01% 743
2023
Q4 		$568K Sell
10,645
-824
-7% -$38.6K 0.03% 513
2023
Q3 		$594K Buy
11,469
+340
+3% +$20.9K 0.03% 460
2023
Q2 		$795K Sell
11,129
-968
-8% -$69.8K 0.04% 379
2023
Q1 		$939K Buy
12,097
+331
+3% +$25.4K 0.05% 338
2022
Q4 		$858K Buy
11,766
+1,185
+11% +$89.3K 0.05% 345
2022
Q3 		$779K Sell
10,581
-230
-2% -$18.6K 0.04% 350
2022
Q2 		$772K Sell
10,811
-337
-3% -$23.3K 0.04% 365
2022
Q1 		$841K Sell
11,148
-3,339
-23% -$231K 0.04% 390
2021
Q4 		$1.11M Sell
14,487
-3,461
-19% -$303K 0.05% 340
2021
Q3 		$1.44M Buy
17,948
+3,804
+27% +$320K 0.07% 259
2021
Q2 		$1.26M Buy
14,144
+594
+4% +$48.3K 0.06% 306
2021
Q1 		$1.24M Buy
13,550
+3,648
+37% +$383K 0.07% 271
2020
Q4 		$1.02M Buy
9,902
+1,254
+15% +$100K 0.09% 239
2020
Q3 		$560K Buy
8,648
+2,506
+41% +$126K 0.05% 385
2020
Q2 		$222K Buy
+6,142
New +$194K 0.02% 732
2020
Q1 		– Sell
-7,917
Closed -$244K – 1001
2019
Q4 		$244K Buy
7,917
+998
+14% +$28.9K 0.02% 762
2019
Q3 		$203K Buy
+6,919
New +$207K 0.02% 820

Other funds holding TAN

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Wedbush Securities's TAN Position: Q1 2025 in Review

Wedbush Securities sold out of Invesco Solar ETF (TAN) in Q1 2025, closing a stake of 6,658 shares — an estimated $221K sold.

Wedbush Securities first reported a position in TAN in Q3 2019 and held it in 21 quarters. The position peaked at $1.44M in Q3 2021. 184 funds tracked by Wall St. Rank hold TAN as of Q1 2025.

  • Wedbush Securities reported no remaining Invesco Solar ETF position as of Q1 2025 after selling out during the quarter.
  • Wedbush Securities sold 6,658 Invesco Solar ETF shares in Q1 2025, an estimated $221K.
  • Wedbush Securities first reported a position in Invesco Solar ETF in Q3 2019 and held it in 21 quarters.
  • Wedbush Securities's Invesco Solar ETF position peaked at $1.44M in Q3 2021.
  • 184 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2025.

Based on Wedbush Securities's 13F filing for Q1 2025, filed 6 May 2025.