Wealthspire Advisors (New York)’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	$322K	Buy	10,199 +2	+0%	+$67	﹤0.01%	701
2025 Q4	$311K	Buy	10,197 +9	+0.1%	+$287	﹤0.01%	785
2025 Q3	$294K	Sell	10,188 -107	-1%	-$2.64K	﹤0.01%	675
2025 Q2	$205K	Sell	10,295 -3,142	-23%	-$54.1K	﹤0.01%	789
2025 Q1	$212K	Sell	13,437 -7,808	-37%	-$146K	﹤0.01%	730
2024 Q4	$425K	Sell	21,245 -348	-2%	-$7.09K	﹤0.01%	557
2024 Q3	$433K	Sell	21,593 -8,940	-29%	-$178K	﹤0.01%	527
2024 Q2	$615K	Buy	30,533 +6,538	+27%	+$141K	0.01%	390
2024 Q1	$553K	Sell	23,995 -35,346	-60%	-$849K	0.01%	409
2023 Q4	$1.76M	Buy	59,341 +36,215	+157%	+$1,000K	0.03%	214
2023 Q3	$727K	Sell	23,126 -300	-1%	-$11.3K	0.01%	331
2023 Q2	$940K	Sell	23,426 -449	-2%	-$16.7K	0.02%	255
2023 Q1	$965K	Buy	23,875 +2,904	+14%	+$122K	0.02%	246
2022 Q4	$804K	Sell	20,971 -25,238	-55%	-$1.12M	0.01%	299
2022 Q3	$2.23M	Buy	46,209 +5,670	+14%	+$309K	0.05%	135
2022 Q2	$1.85M	Buy	40,539 +9,673	+31%	+$508K	0.04%	153
2022 Q1	$2.01M	Buy	30,866 +169	+0.6%	+$10.1K	0.05%	126
2021 Q4	$2.19M	Sell	30,697 -25,976	-46%	-$2.12M	0.05%	140
2021 Q3	$4.38M	Sell	56,673 -6,155	-10%	-$503K	0.09%	100
2021 Q2	$5.86M	Buy	62,828 +30,272	+93%	+$2.62M	0.15%	64
2021 Q1	$3.2M	Buy	32,556 +22,249	+216%	+$2.54M	0.08%	120
2020 Q4	$1.07M	Buy	+10,307	New	+$835K	0.03%	199