Evolution Wealth Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$213K	Hold	6,758	–	–	0.02%	158
2025 Q4	$206K	Buy	+6,758	New	+$215K	0.02%	162
2025 Q1	–	Sell	-11,108	Closed	-$222K	–	156
2024 Q4	$222K	Sell	11,108 -3,251	-23%	-$66.3K	0.04%	133
2024 Q3	$288K	Sell	14,359 -374	-3%	-$7.45K	0.05%	107
2024 Q2	$300K	Hold	14,733	–	–	0.06%	102
2024 Q1	$340K	Hold	14,733	–	–	0.07%	94
2023 Q4	$438K	Sell	14,733 -4,014	-21%	-$111K	0.09%	86
2023 Q3	$589K	Sell	18,747 -6,078	-24%	-$230K	0.13%	66
2023 Q2	$996K	Sell	24,825 -50	-0.2%	-$1.86K	0.22%	50
2023 Q1	$1.01M	Hold	24,875	–	–	0.24%	49
2022 Q4	$953K	Hold	24,875	–	–	0.24%	52
2022 Q3	$1.2M	Sell	24,875 -7,243	-23%	-$395K	0.33%	44
2022 Q2	$1.47M	Sell	32,118 -43,941	-58%	-$2.31M	0.37%	42
2022 Q1	$4.96M	Buy	76,059 +4,910	+7%	+$294K	1.02%	22
2021 Q4	$5.08K	Sell	71,149 -1,663	-2%	-$136K	0.77%	24
2021 Q3	$5.62M	Buy	72,812 +927	+1%	+$75.8K	1.21%	20
2021 Q2	$6.7M	Sell	71,885 -2,880	-4%	-$249K	1.36%	18
2021 Q1	$7.36M	Buy	74,765 +3,256	+5%	+$372K	1.64%	17
2020 Q4	$7.39M	Buy	71,509 +1,205	+2%	+$97.6K	1.67%	19
2020 Q3	$4.27M	Buy	+70,304	New	+$3.66M	1.17%	25