MTM Investment Management’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

MTM Investment Management’s Portfolio PSCE Stock Details PSCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.32K	Hold	120	–	–	﹤0.01%	562
2025 Q4	$5.16K	Hold	120	–	–	﹤0.01%	586
2025 Q3	$5.12K	Hold	120	–	–	﹤0.01%	602
2025 Q2	$4.66K	Buy	+120	New	+$4.48K	﹤0.01%	614
2022 Q1	–	Sell	-202	Closed	-$7K	–	300
2021 Q4	$7K	Hold	202	–	–	﹤0.01%	270
2021 Q3	$8K	Hold	202	–	–	﹤0.01%	247
2021 Q2	$8K	Hold	202	–	–	﹤0.01%	244
2021 Q1	$6K	Hold	202	–	–	﹤0.01%	240
2020 Q4	$4K	Buy	+202	New	+$3.79K	﹤0.01%	222

Other funds holding PSCE

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MTM Investment Management's PSCE Position: Q1 2026 in Review

MTM Investment Management held its Invesco S&P SmallCap Energy ETF (PSCE) position steady in Q1 2026 at 120 shares worth $7.32K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

MTM Investment Management first reported a position in PSCE in Q4 2020 and has held it in 9 quarters since. The position peaked at $8K in Q3 2021. 48 funds tracked by Wall St. Rank hold PSCE as of Q1 2026.

MTM Investment Management held 120 shares of Invesco S&P SmallCap Energy ETF worth $7.32K as of Q1 2026.
MTM Investment Management left its Invesco S&P SmallCap Energy ETF share count unchanged in Q1 2026.
Invesco S&P SmallCap Energy ETF made up ﹤0.01% of MTM Investment Management's portfolio in Q1 2026, its #562 holding.
MTM Investment Management first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2020 and has held it in 9 quarters since.
MTM Investment Management's Invesco S&P SmallCap Energy ETF position peaked at $8K in Q3 2021.
48 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.