MML Investors Services’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	–	Sell	-21,074	Closed	-$644K	–	3134
2025 Q4	$644K	Buy	21,074 +4,945	+31%	+$157K	﹤0.01%	2090
2025 Q3	$466K	Buy	+16,129	New	+$398K	﹤0.01%	2226
2024 Q2	–	Sell	-20,505	Closed	-$473K	–	2542
2024 Q1	$473K	Buy	20,505 +304	+2%	+$7.3K	﹤0.01%	1821
2023 Q4	$600K	Buy	20,201 +3,058	+18%	+$84.4K	﹤0.01%	1649
2023 Q3	$539K	Buy	17,143 +712	+4%	+$26.9K	﹤0.01%	1584
2023 Q2	$659K	Buy	16,431 +5,873	+56%	+$219K	﹤0.01%	1463
2023 Q1	$427K	Sell	10,558 -2,463	-19%	-$104K	﹤0.01%	1481
2022 Q4	$499K	Buy	13,021 +1,182	+10%	+$52.6K	﹤0.01%	1511
2022 Q3	$570K	Buy	11,839 +180	+2%	+$9.8K	﹤0.01%	1360
2022 Q2	$533K	Buy	11,659 +2,055	+21%	+$108K	﹤0.01%	1379
2022 Q1	$626K	Buy	9,604 +2,213	+30%	+$133K	﹤0.01%	1336
2021 Q4	$528K	Sell	7,391 -2,079	-22%	-$170K	﹤0.01%	1377
2021 Q3	$731K	Sell	9,470 -657	-6%	-$53.7K	0.01%	1171
2021 Q2	$944K	Sell	10,127 -4,935	-33%	-$427K	0.01%	1024
2021 Q1	$1.48M	Buy	15,062 +12,532	+495%	+$1.43M	0.01%	759
2020 Q4	$262K	Buy	+2,530	New	+$205K	﹤0.01%	1458