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 Q3	$873	Hold	30	–	–	﹤0.01%	988
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	+$1.34K	﹤0.01%	766

Other funds holding PBW

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Breakwater Investment Management Seattle, Washington $302M AUM 10.26% 1-Year Est. Return

Portfolio Resources Advisor Group Coral Gables, Florida $121M AUM 13.93% 1-Year Est. Return

Armstrong Advisory Group's PBW Position: Q3 2026 in Review

Armstrong Advisory Group held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q3 2026 at 30 shares worth $873. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Armstrong Advisory Group first reported a position in PBW in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.21K in Q1 2023. 18 funds tracked by Wall St. Rank hold PBW as of Q3 2026.

Armstrong Advisory Group held 30 shares of Invesco WilderHill Clean Energy ETF worth $873 as of Q3 2026.
Armstrong Advisory Group left its Invesco WilderHill Clean Energy ETF share count unchanged in Q3 2026.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #988 holding.
Armstrong Advisory Group first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2022 and has held it in 16 quarters since.
Armstrong Advisory Group's Invesco WilderHill Clean Energy ETF position peaked at $1.21K in Q1 2023.
18 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.