NorthRock Partners’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

NorthRock Partners’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
2025 Q2	–	Sell
2025 Q1	$13.4K	Hold
2024 Q4	$17K	Hold
2024 Q3	$17K	Sell
2024 Q2	$17.9K	Hold
2024 Q1	$20.4K	Sell
2023 Q4	$61K	Buy
2021 Q3	–	Sell
2021 Q2	$236K	Sell
2021 Q1	$254K	Buy