TAN: Sell Ahead Of The OBBBA Cliff

I am initiating Invesco Solar ETF as a sell due to structural headwinds and misaligned narrative versus fund composition. Roughly 40% of TAN's weight is exposed to residential tax credit cliffs, utility pull-forward risks, or Chinese supply chain restrictions. First Solar (FSLR), the fund's second-largest holding, faces backlog deterioration and underwhelming 2026 guidance despite structural advantages.