MIM
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return