1620 Investment Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

1620 Investment Advisors’s Portfolio PBW Stock Details PBW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.7K	Hold	351	–	–	0.01%	452
2026 Q1	$11.1K	Hold	351	–	–	0.01%	459
2025 Q4	$10.7K	Hold	351	–	–	0.01%	456
2025 Q3	$10.1K	Hold	351	–	–	0.01%	452
2025 Q2	$6.99K	Hold	351	–	–	0.01%	497
2025 Q1	$5.53K	Hold	351	–	–	﹤0.01%	505
2024 Q4	$7.02K	Hold	351	–	–	0.01%	499
2024 Q3	$7.03K	Buy	351 +140	+66%	+$2.79K	0.01%	495
2024 Q2	$4.25K	Buy	+211	New	+$4.54K	﹤0.01%	519

Other funds holding PBW

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return