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West Tower Group’s Invesco Solar ETF TAN Stock Holding History

West Tower Group’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
Q1 		– Sell
-5,500
Closed -$270K – 76
2025
Q4 		$270K Buy
+5,500
New +$265K 0.61% 56
2023
Q4 		– Sell
-2,146
Closed -$111K – 743
2023
Q3 		$111K Sell
2,146
-4,899
-70% -$302K 0.06% 91
2023
Q2 		$503K Buy
+7,045
New +$508K 0.36% 62

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HI
Humankind Investments New York $175M AUM 14.3% 1-Year Est. Return

West Tower Group's TAN Position: Q1 2026 in Review

West Tower Group sold out of Invesco Solar ETF (TAN) in Q1 2026, closing a stake of 5,500 shares — an estimated $270K sold.

West Tower Group first reported a position in TAN in Q2 2023 and held it in 3 quarters. The position peaked at $503K in Q2 2023. 246 funds tracked by Wall St. Rank hold TAN as of Q1 2026.

  • West Tower Group reported no remaining Invesco Solar ETF position as of Q1 2026 after selling out during the quarter.
  • West Tower Group sold 5,500 Invesco Solar ETF shares in Q1 2026, an estimated $270K.
  • West Tower Group first reported a position in Invesco Solar ETF in Q2 2023 and held it in 3 quarters.
  • West Tower Group's Invesco Solar ETF position peaked at $503K in Q2 2023.
  • 246 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2026.

Based on West Tower Group's 13F filing for Q1 2026, filed 29 Apr 2026.