WWM
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Western Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Western Wealth Management’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 		– Sell
-4,861
Closed -$271K – 1043
2026
Q1 		$271K Buy
+4,861
New +$269K 0.01% 833
2024
Q1 		– Sell
-4,152
Closed -$222K – 721
2023
Q4 		$222K Sell
4,152
-107
-3% -$5.01K 0.02% 631
2023
Q3 		$221K Sell
4,259
-4,023
-49% -$248K 0.02% 583
2023
Q2 		$592K Sell
8,282
-1,815
-18% -$131K 0.05% 340
2023
Q1 		$784K Sell
10,097
-278
-3% -$21.3K 0.07% 272
2022
Q4 		$757K Sell
10,375
-40,520
-80% -$3.05M 0.08% 273
2022
Q3 		$3.73M Buy
50,895
+1,664
+3% +$134K 0.21% 109
2022
Q2 		$3.52M Buy
49,231
+37,042
+304% +$2.57M 0.2% 113
2022
Q1 		$921K Buy
12,189
+7,622
+167% +$527K 0.04% 351
2021
Q4 		$351K Buy
+4,567
New +$400K 0.03% 420
2021
Q2 		$651K Buy
7,211
+252
+4% +$20.5K 0.07% 299
2021
Q1 		$639K Buy
6,959
+296
+4% +$31.1K 0.09% 234
2020
Q4 		$685K Buy
6,663
+1,612
+32% +$129K 0.1% 204
2020
Q3 		$327K Buy
+5,051
New +$254K 0.05% 320
2020
Q2 		– Sell
-12,147
Closed -$312K – 452
2020
Q1 		$312K Buy
+12,147
New +$396K 0.07% 263

Other funds holding TAN

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HI
Humankind Investments New York $209M AUM 26.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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

Western Wealth Management's TAN Position: Q2 2026 in Review

Western Wealth Management sold out of Invesco Solar ETF (TAN) in Q2 2026, closing a stake of 4,861 shares — an estimated $271K sold.

Western Wealth Management first reported a position in TAN in Q1 2020 and held it in 15 quarters. The position peaked at $3.73M in Q3 2022. 243 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

  • Western Wealth Management reported no remaining Invesco Solar ETF position as of Q2 2026 after selling out during the quarter.
  • Western Wealth Management sold 4,861 Invesco Solar ETF shares in Q2 2026, an estimated $271K.
  • Western Wealth Management first reported a position in Invesco Solar ETF in Q1 2020 and held it in 15 quarters.
  • Western Wealth Management's Invesco Solar ETF position peaked at $3.73M in Q3 2022.
  • 243 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.