Kennebec Savings Bank’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Kennebec Savings Bank’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	$3K	Hold	77	–	–	﹤0.01%	263
2026 Q1	$2.43K	Sell	77 -542	-88%	-$18.1K	﹤0.01%	235
2025 Q4	$18.9K	Hold	619	–	–	0.02%	190
2025 Q3	$17.9K	Buy	619 +316	+104%	+$7.8K	0.02%	196
2025 Q2	$6.04K	Hold	303	–	–	0.01%	224
2025 Q1	$4.77K	Hold	303	–	–	0.01%	228
2024 Q4	$6.09K	Hold	303	–	–	0.01%	224
2024 Q3	$6.07K	Buy	+303	New	+$6.04K	0.01%	242

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