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 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

LHWM

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

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

AIC

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

PIMG

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

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

GAM

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

HIMS

Hager Investment Management Services New London, New Hampshire $217M AUM 56.89% 1-Year Est. Return

Y-Intercept (HK)'s TAN Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Invesco Solar ETF (TAN) in Q2 2026: 13,338 shares worth $789K. The stake represents 0.02% of the portfolio and ranks #1139 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in TAN as recently as Q4 2025.

Y-Intercept (HK) first reported a position in TAN in Q1 2021 and has held it in 6 quarters since. The position peaked at $1.03M in Q3 2024. 49 funds tracked by Wall St. Rank hold TAN as of Q2 2026.

Y-Intercept (HK) held 13,338 shares of Invesco Solar ETF worth $789K as of Q2 2026.
Invesco Solar ETF was a new Y-Intercept (HK) position in Q2 2026.
Invesco Solar ETF made up 0.02% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1139 holding.
Y-Intercept (HK) first reported a position in Invesco Solar ETF in Q1 2021 and has held it in 6 quarters since.
Y-Intercept (HK)'s Invesco Solar ETF position peaked at $1.03M in Q3 2024.
49 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.