Pacific Center for Financial 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	$6.38K	Hold	202	–	–	﹤0.01%	369
2025 Q4	$5.82K	Hold	202	–	–	﹤0.01%	364
2025 Q3	$5.82K	Buy	202 +1	+0.5%	+$25	﹤0.01%	364
2025 Q2	$4.01K	Hold	201	–	–	﹤0.01%	376
2025 Q1	$3.16K	Hold	201	–	–	﹤0.01%	386
2024 Q4	$4.02K	Buy	201 +1	+0.5%	+$20	﹤0.01%	380
2024 Q3	$4K	Sell	200 -59	-23%	-$1.18K	﹤0.01%	379
2024 Q2	$5.22K	Buy	259 +1	+0.4%	+$22	﹤0.01%	355
2024 Q1	$5.95K	Buy	258 +1	+0.4%	+$24	﹤0.01%	350
2023 Q4	$7.65K	Hold	257	–	–	﹤0.01%	295
2023 Q3	$8.07K	Buy	257 +1	+0.4%	+$38	﹤0.01%	300
2023 Q2	$10.3K	Buy	256 +1	+0.4%	+$37	﹤0.01%	275
2023 Q1	$10.3K	Buy	+255	New	+$10.7K	﹤0.01%	271
2022 Q3	$12K	Buy	251 +1	+0.4%	+$54	﹤0.01%	272
2022 Q2	$11K	Buy	250 +1	+0.4%	+$52	﹤0.01%	267
2022 Q1	$16K	Buy	249 +1	+0.4%	+$60	0.01%	242
2021 Q4	$18K	Hold	248	–	–	0.01%	240
2021 Q3	$19K	Buy	248 +61	+33%	+$4.99K	0.01%	240
2021 Q2	$17K	Hold	187	–	–	0.01%	231
2021 Q1	$18K	Hold	187	–	–	0.01%	221
2020 Q4	$19K	Buy	+187	New	+$15.2K	0.01%	207
2019 Q3	–	Sell	-130	Closed	-$4K	–	335
2019 Q2	$4K	Hold	130	–	–	﹤0.01%	269
2019 Q1	$3K	Hold	130	–	–	﹤0.01%	274
2018 Q4	$3K	Hold	130	–	–	﹤0.01%	276
2018 Q3	$3K	Hold	130	–	–	﹤0.01%	275
2018 Q2	$3K	Hold	130	–	–	﹤0.01%	256
2018 Q1	$3K	Hold	130	–	–	﹤0.01%	251
2017 Q4	$3K	Sell	130 -1	-0.8%	-$25	﹤0.01%	254
2017 Q3	$3K	Hold	131	–	–	﹤0.01%	257
2017 Q2	$3K	Hold	131	–	–	﹤0.01%	248
2017 Q1	$3K	Sell	131 -158	-55%	-$3.05K	﹤0.01%	244
2016 Q4	$5K	Buy	+289	New	+$5.39K	﹤0.01%	239