MML Investors Services
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MML Investors Services’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

MML Investors Services’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
Q1 		– Sell
-21,074
Closed -$644K – 3134
2025
Q4 		$644K Buy
21,074
+4,945
+31% +$157K ﹤0.01% 2090
2025
Q3 		$466K Buy
+16,129
New +$398K ﹤0.01% 2226
2024
Q2 		– Sell
-20,505
Closed -$473K – 2542
2024
Q1 		$473K Buy
20,505
+304
+2% +$7.3K ﹤0.01% 1821
2023
Q4 		$600K Buy
20,201
+3,058
+18% +$84.4K ﹤0.01% 1649
2023
Q3 		$539K Buy
17,143
+712
+4% +$26.9K ﹤0.01% 1584
2023
Q2 		$659K Buy
16,431
+5,873
+56% +$219K ﹤0.01% 1463
2023
Q1 		$427K Sell
10,558
-2,463
-19% -$104K ﹤0.01% 1481
2022
Q4 		$499K Buy
13,021
+1,182
+10% +$52.6K ﹤0.01% 1511
2022
Q3 		$570K Buy
11,839
+180
+2% +$9.8K ﹤0.01% 1360
2022
Q2 		$533K Buy
11,659
+2,055
+21% +$108K ﹤0.01% 1379
2022
Q1 		$626K Buy
9,604
+2,213
+30% +$133K ﹤0.01% 1336
2021
Q4 		$528K Sell
7,391
-2,079
-22% -$170K ﹤0.01% 1377
2021
Q3 		$731K Sell
9,470
-657
-6% -$53.7K 0.01% 1171
2021
Q2 		$944K Sell
10,127
-4,935
-33% -$427K 0.01% 1024
2021
Q1 		$1.48M Buy
15,062
+12,532
+495% +$1.43M 0.01% 759
2020
Q4 		$262K Buy
+2,530
New +$205K ﹤0.01% 1458

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services's PBW Position: Q1 2026 in Review

MML Investors Services sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2026, closing a stake of 21,074 shares — an estimated $644K sold.

MML Investors Services first reported a position in PBW in Q4 2020 and held it in 16 quarters. The position peaked at $1.48M in Q1 2021. 144 funds tracked by Wall St. Rank hold PBW as of Q1 2026.

  • MML Investors Services reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2026 after selling out during the quarter.
  • MML Investors Services sold 21,074 Invesco WilderHill Clean Energy ETF shares in Q1 2026, an estimated $644K.
  • MML Investors Services first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2020 and held it in 16 quarters.
  • MML Investors Services's Invesco WilderHill Clean Energy ETF position peaked at $1.48M in Q1 2021.
  • 144 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.