Wealthcare Advisory Partners’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 Q2	$331K	Buy	+8,497	New	+$331K	0.01%	840
2025 Q4	–	Sell	-21,378	Closed	-$617K	–	1100
2025 Q3	$617K	Buy	+21,378	New	+$528K	0.01%	623
2024 Q2	–	Sell	-16,758	Closed	-$386K	–	858
2024 Q1	$386K	Buy	16,758 +1,168	+7%	+$28.1K	0.01%	602
2023 Q4	$463K	Buy	15,590 +2,879	+23%	+$79.5K	0.02%	498
2023 Q3	$399K	Sell	12,711 -1,477	-10%	-$55.8K	0.02%	482
2023 Q2	$569K	Buy	14,188 +268	+2%	+$9.98K	0.03%	414
2023 Q1	$562K	Buy	13,920 +3,206	+30%	+$135K	0.02%	425
2022 Q4	$411K	Buy	10,714 +2,645	+33%	+$118K	0.02%	463
2022 Q3	$389K	Buy	+8,069	New	+$440K	0.02%	423
2022 Q2	–	Sell	-3,773	Closed	-$246K	–	604
2022 Q1	$246K	Buy	+3,773	New	+$226K	0.01%	470
2021 Q2	–	Sell	-985	Closed	-$97K	–	1458
2021 Q1	$97K	Buy	+985	New	+$113K	0.01%	677
2020 Q2	–	Sell	-458	Closed	-$12K	–	1054
2020 Q1	$12K	Hold	458	–	–	﹤0.01%	876
2019 Q4	$16K	Hold	458	–	–	﹤0.01%	826
2019 Q3	$13K	Hold	458	–	–	﹤0.01%	870
2019 Q2	$14K	Buy	458 +204	+80%	+$5.76K	﹤0.01%	822
2019 Q1	$7K	Sell	254 -201	-44%	-$5.18K	﹤0.01%	897
2018 Q4	$10K	Hold	455	–	–	﹤0.01%	789
2018 Q3	$11K	Buy	455 +254	+126%	+$6.45K	﹤0.01%	823
2018 Q2	$5K	Hold	201	–	–	﹤0.01%	987
2018 Q1	$5K	Hold	201	–	–	﹤0.01%	834
2017 Q4	$5K	Buy	+201	New	+$4.95K	﹤0.01%	787