MTM Investment Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

MTM Investment Management’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	$2.17K	Buy	56 +1	+2%	+$39	﹤0.01%	637
2026 Q1	$1.75K	Hold	55	–	–	﹤0.01%	646
2025 Q4	$1.69K	Hold	55	–	–	﹤0.01%	647
2025 Q3	$1.59K	Hold	55	–	–	﹤0.01%	664
2025 Q2	$1.1K	Hold	55	–	–	﹤0.01%	685
2025 Q1	$873	Hold	55	–	–	﹤0.01%	278
2024 Q4	$1.1K	Hold	55	–	–	﹤0.01%	265
2024 Q3	$1.11K	Hold	55	–	–	﹤0.01%	269
2024 Q2	$1.11K	Buy	+55	New	+$1.18K	﹤0.01%	264
2021 Q2	–	Sell	-230	Closed	-$23K	–	267
2021 Q1	$23K	Hold	230	–	–	0.01%	213
2020 Q4	$24K	Buy	+230	New	+$18.6K	0.01%	194

Other funds holding PBW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MTM Investment Management's PBW Position: Q2 2026 in Review

MTM Investment Management increased its Invesco WilderHill Clean Energy ETF (PBW) stake by 1.8% in Q2 2026, buying an estimated $39 and bringing the position to 56 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

MTM Investment Management first reported a position in PBW in Q4 2020 and has held it in 11 quarters since. The position peaked at $24K in Q4 2020. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

MTM Investment Management held 56 shares of Invesco WilderHill Clean Energy ETF worth $2.17K as of Q2 2026.
MTM Investment Management bought 1 Invesco WilderHill Clean Energy ETF share in Q2 2026, an estimated $39.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of MTM Investment Management's portfolio in Q2 2026, its #637 holding.
MTM Investment Management first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2020 and has held it in 11 quarters since.
MTM Investment Management's Invesco WilderHill Clean Energy ETF position peaked at $24K in Q4 2020.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.