Y-Intercept (HK)’s Invesco Solar ETF TAN Stock Holding History

Y-Intercept (HK)’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 Q3	$1.21M	Buy	27,473 +14,135	+106%	+$707K	0.03%	910
2026 Q2	$789K	Buy	+13,338	New	+$810K	0.02%	1139
2026 Q1	–	Sell	-16,382	Closed	-$805K	–	2037
2025 Q4	$805K	Buy	+16,382	New	+$789K	0.02%	1078
2024 Q4	–	Sell	-23,963	Closed	-$1.03M	–	1641
2024 Q3	$1.03M	Buy	+23,963	New	+$981K	0.06%	439
2023 Q4	–	Sell	-17,803	Closed	-$922K	–	1630
2023 Q3	$922K	Buy	+17,803	New	+$1.1M	0.09%	342
2023 Q2	–	Sell	-2,843	Closed	-$221K	–	1710
2023 Q1	$221K	Buy	+2,843	New	+$218K	0.03%	915
2021 Q2	–	Sell	-3,786	Closed	-$338K	–	889
2021 Q1	$338K	Buy	+3,786	New	+$398K	0.09%	360

Other funds holding TAN

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Aries Wealth Management Portland, Maine $519M AUM 19.77% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Y-Intercept (HK)'s TAN Position: Q3 2026 in Review

Y-Intercept (HK) increased its Invesco Solar ETF (TAN) stake by 106% in Q3 2026, buying an estimated $707K and bringing the position to 27,473 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #910.

Y-Intercept (HK) first reported a position in TAN in Q1 2021 and has held it in 7 quarters since. 41 funds tracked by Wall St. Rank hold TAN as of Q3 2026.

Y-Intercept (HK) held 27,473 shares of Invesco Solar ETF worth $1.21M as of Q3 2026.
Y-Intercept (HK) bought 14,135 Invesco Solar ETF shares in Q3 2026, an estimated $707K.
Invesco Solar ETF made up 0.03% of Y-Intercept (HK)'s portfolio in Q3 2026, its #910 holding.
Y-Intercept (HK) first reported a position in Invesco Solar ETF in Q1 2021 and has held it in 7 quarters since.
41 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.