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

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

West Branch Capital's TAN Position: Q2 2026 in Review

West Branch Capital held its Invesco Solar ETF (TAN) position steady in Q2 2026 at 239 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

West Branch Capital first reported a position in TAN in Q2 2021 and has held it in 21 quarters since. The position peaked at $21K in Q2 2021. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

West Branch Capital held 239 shares of Invesco Solar ETF worth $14.1K as of Q2 2026.
West Branch Capital left its Invesco Solar ETF share count unchanged in Q2 2026.
Invesco Solar ETF made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #215 holding.
West Branch Capital first reported a position in Invesco Solar ETF in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's Invesco Solar ETF position peaked at $21K in Q2 2021.
243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.