Founders Financial Alliance’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	$6.95K	Buy	+220	New	+$7.34K	﹤0.01%	662
2025 Q4	–	Sell	-220	Closed	-$6.35K	–	680
2025 Q3	$6.35K	Buy	+220	New	+$5.43K	﹤0.01%	635
2025 Q1	–	Sell	-220	Closed	-$4.4K	–	638
2024 Q4	$4.4K	Hold	220	–	–	﹤0.01%	525
2024 Q3	$4.41K	Hold	220	–	–	﹤0.01%	534
2024 Q2	$4.43K	Hold	220	–	–	﹤0.01%	517
2024 Q1	$5.07K	Hold	220	–	–	﹤0.01%	516
2023 Q4	$6.54K	Hold	220	–	–	﹤0.01%	454
2023 Q3	$6.92K	Hold	220	–	–	﹤0.01%	430
2023 Q2	$8.83K	Buy	+220	New	+$8.19K	﹤0.01%	450
2023 Q1	–	Sell	-220	Closed	-$8.43K	–	480
2022 Q4	$8.43K	Hold	220	–	–	﹤0.01%	426
2022 Q3	$11K	Hold	220	–	–	0.01%	412
2022 Q2	$10K	Hold	220	–	–	0.01%	435
2022 Q1	$14K	Hold	220	–	–	0.01%	375
2021 Q4	$16K	Hold	220	–	–	0.01%	408
2021 Q3	$17K	Hold	220	–	–	0.01%	380
2021 Q2	$21K	Sell	220 -6	-3%	-$520	0.01%	390
2021 Q1	$17K	Buy	226 +6	+3%	+$686	0.01%	383
2020 Q4	$23K	Hold	220	–	–	0.01%	338
2020 Q3	$15K	Buy	+220	New	+$11.4K	0.01%	653