Armstrong Advisory Group’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Armstrong Advisory Group’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	$1.17K	Hold	30	–	–	﹤0.01%	940
2026 Q1	$948	Hold	30	–	–	﹤0.01%	920
2025 Q4	$917	Hold	30	–	–	﹤0.01%	918
2025 Q3	$867	Hold	30	–	–	﹤0.01%	905
2025 Q2	$598	Hold	30	–	–	﹤0.01%	894
2025 Q1	$601	Hold	30	–	–	﹤0.01%	819
2024 Q4	$601	Hold	30	–	–	﹤0.01%	819
2024 Q3	$601	Hold	30	–	–	﹤0.01%	763
2024 Q2	$605	Hold	30	–	–	﹤0.01%	770
2024 Q1	$892	Hold	30	–	–	﹤0.01%	740
2023 Q4	$892	Hold	30	–	–	﹤0.01%	740
2023 Q3	$943	Hold	30	–	–	﹤0.01%	803
2023 Q2	$1.2K	Hold	30	–	–	﹤0.01%	762
2023 Q1	$1.21K	Hold	30	–	–	﹤0.01%	732
2022 Q4	$1.15K	Buy	+30	New	+$1.33K	﹤0.01%	766

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

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

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