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TAN INVESCO EXCH TRADED FD TR II

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SOLAR ETF (fund)

225 managers (227 13F filers) reported a position in TAN shares at 2025-12-31, 6,100,734 shares in all. 49 filers opened a position and 19 filers sold out during the quarter.

Managers
225
13F filers
227
New
49
Added
50
Reduced
47
Sold out
19
Shares held by filers
6,100,734

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
1 NORTH WEALTH SERVICES LLC55$2.7K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC50$2.46K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC50$2.46K<0.01%13F-HRTimeline
Capital Investment Advisory Services, L…40$1.98K<0.01%013F-HRTimeline
WFA of San Diego, LLC40$1.97K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC36$1.78K<0.01%013F-HRTimeline
Pacific Center for Financial Services38$1.68K<0.01%013F-HRTimeline
SIGNATUREFD, LLC26$1.28K<0.01%013F-HRTimeline
2UniFi Bank25$1.23K<0.01%013F-HRTimeline
CoreCap Advisors, LLC24$1.18K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.28$1K<0.01%-45513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SageView Advisory Group, LLC20$983<0.01%new13F-HRTimeline
Acumen Wealth Advisors, LLC18$885<0.01%13F-HRTimeline
Glen Eagle Advisors, LLC17$836<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.17$835<0.01%013F-HRTimeline
Financial Freedom, LLC14$712<0.01%-33113F-HRTimeline
Founders Financial Alliance, LLC9$442<0.01%new13F-HRTimeline
Strive Financial Group ,LLC7$344<0.01%13F-HR/ATimeline
DHJJ Financial Advisors, Ltd.3$148<0.01%013F-HRTimeline
PFS Partners, LLC2$99<0.01%-9813F-HRTimeline
Global Wealth Strategies & Associates2$98<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC2$98<0.01%013F-HRTimeline
Center for Financial Planning, Inc.1$50<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$49<0.01%013F-HRTimeline
Quent Capital, LLC0$4<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.