West Branch Capital’s Invesco Solar ETF TAN Stock Holding History

West Branch Capital’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	$14.1K	Hold	239	–	–	﹤0.01%	215
2026 Q1	$13.3K	Hold	239	–	–	﹤0.01%	210
2025 Q4	$11.7K	Hold	239	–	–	﹤0.01%	249
2025 Q3	$10.4K	Hold	239	–	–	﹤0.01%	270
2025 Q2	$8.19K	Hold	239	–	–	﹤0.01%	296
2025 Q1	$7.28K	Hold	239	–	–	﹤0.01%	317
2024 Q4	$7.92K	Hold	239	–	–	﹤0.01%	290
2024 Q3	$10.3K	Hold	239	–	–	﹤0.01%	270
2024 Q2	$9.61K	Hold	239	–	–	﹤0.01%	275
2024 Q1	$10.8K	Hold	239	–	–	﹤0.01%	269
2023 Q4	$12.8K	Hold	239	–	–	0.01%	261
2023 Q3	$12.4K	Hold	239	–	–	0.01%	261
2023 Q2	$17.1K	Hold	239	–	–	0.01%	242
2023 Q1	$18.6K	Hold	239	–	–	0.01%	237
2022 Q4	$17.4K	Hold	239	–	–	0.01%	237
2022 Q3	$18K	Hold	239	–	–	0.01%	236
2022 Q2	$17K	Hold	239	–	–	0.01%	239
2022 Q1	$18K	Hold	239	–	–	0.01%	253
2021 Q4	$18K	Hold	239	–	–	0.01%	272
2021 Q3	$19K	Hold	239	–	–	0.01%	249
2021 Q2	$21K	Buy	+239	New	+$19.4K	0.01%	248

Other funds holding TAN

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return