Register Financial Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Register Financial Advisors’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	$3.51K	Hold	90	–	–	﹤0.01%	394
2026 Q1	$2.84K	Hold	90	–	–	﹤0.01%	361
2025 Q4	$2.75K	Hold	90	–	–	﹤0.01%	333
2025 Q3	$2.6K	Buy	90 +25	+38%	+$617	﹤0.01%	327
2025 Q2	$1.29K	Hold	65	–	–	﹤0.01%	328
2025 Q1	$1.02K	Hold	65	–	–	﹤0.01%	299
2024 Q4	$1.3K	Hold	65	–	–	﹤0.01%	289
2024 Q3	$1.3K	Hold	65	–	–	﹤0.01%	291
2024 Q2	$1.31K	Sell	65 -27	-29%	-$581	﹤0.01%	684
2024 Q1	$2.12K	Hold	92	–	–	﹤0.01%	675
2023 Q4	$2.73K	Buy	+92	New	+$2.54K	﹤0.01%	276

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