Fortis Group 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	$1.79M	Buy	46,875 +46,742	+35,144%	+$1.56M	0.3%	90
2025 Q4	$4.06K	Hold	133	–	–	﹤0.01%	449
2025 Q3	$3.84K	Hold	133	–	–	﹤0.01%	415
2025 Q2	$2.65K	Hold	133	–	–	﹤0.01%	431
2025 Q1	$2.09K	Hold	133	–	–	﹤0.01%	408
2024 Q4	$2.66K	Hold	133	–	–	﹤0.01%	412
2024 Q3	$2.66K	Hold	133	–	–	﹤0.01%	407
2024 Q2	$2.68K	Hold	133	–	–	﹤0.01%	402
2024 Q1	$3.06K	Sell	133 -133	-50%	-$3.2K	﹤0.01%	413
2023 Q4	$7.91K	Buy	266 +133	+100%	+$3.67K	﹤0.01%	321
2023 Q3	$4.18K	Buy	+133	New	+$5.03K	﹤0.01%	305
2020 Q3	$8K	Buy	+133	New	+$6.92K	﹤0.01%	305