MTM Investment Management, LLC PSL — INVESCO EXCHANGE TRADED FD T

Ownership history in MTM Investment Management, LLC  ·  20 quarters on record

AI Ownership Summary

MTM Investment Management, LLC reported INVESCO EXCHANGE TRADED FD T (PSL) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.06% in 2025 Q1. The latest visible filing shows PSL at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PSL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MTM Investment Management, LLC's position in INVESCO EXCHANGE TRADED FD T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PSL was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PSL stock page MTM Investment Management, LLC fund profile MTM Investment Management, LLC full holdings
How MTM Investment Management, LLC held PSL — position size vs. price
% of Fund (quarterly)    PSL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 32.4% -7.3% ✅ 899 -430 -32.4% 0.03% $99K 2025-11-03 $102.16
2025 Q2 UNCHANGED — — — 1,329 — 0% 0.05% $147K 2025-08-08 $109.93
2025 Q1 UNCHANGED — — — 1,329 — 0% 0.06% $145K 2025-05-01 $107.37
2024 Q4 UNCHANGED — — — 1,329 — 0% 0.05% $139K 2025-01-29 $109.89
2024 Q3 UNCHANGED — — — 1,329 — 0% 0.05% $134K 2024-11-08 $105.21
2024 Q2 UNCHANGED — — — 1,329 — 0% 0.05% $129K 2024-07-25 $94.94
2024 Q1 UNCHANGED — — — 1,329 — 0% 0.05% $130K 2024-04-25 $93.00
2023 Q4 UNCHANGED — — — 1,329 — 0% 0.06% $122K 2024-01-16 $90.01
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PSL

As of 2026 Q1 — sorted by position size

Maltin Wealth Management, Inc. 3Y 0.55% Independent Wealth Advisors LLC 0.26% WealthBridge Capital Management, LLC 3Y 7Y 0.2% PACIFIC SUN FINANCIAL CORP 3Y 7Y 0.17% Selective Wealth Management, Inc. 3Y 7Y 0.06% BELLEVUE ASSET MANAGEMENT, LLC 3Y 0.03% J.W. COLE ADVISORS, INC. 3Y 0.02% JNBA Financial Advisors 3Y 7Y 0.01% Sigma Planning Corp 3Y 7Y 0.01% Manchester Capital Management LLC 3Y 7Y 0.01%

FAQ About MTM Investment Management, LLC and PSL

These are the practical questions this page is built to answer before you even open the full history table.

How long has MTM Investment Management, LLC reported owning PSL?

MTM Investment Management, LLC reported PSL across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported PSL position in MTM Investment Management, LLC's portfolio?

The largest reported portfolio weight for PSL was 0.06% in 2025 Q1.

What is the latest reported PSL position on this page?

The most recent filing on this page is 2025 Q3, when MTM Investment Management, LLC reported 899 shares, equal to 0.03% of portfolio, with an estimated market value of $99K.

What does the chart on this PSL ownership page compare?

The chart compares MTM Investment Management, LLC's quarterly PSL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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