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Advisors Preferred’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Advisors Preferred’s Portfolio IMTM Stock Details IMTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-649
Closed -$24K – 202
2021
Q3 		$24K Sell
649
-9,934
-94% -$390K ﹤0.01% 175
2021
Q2 		$409K Buy
+10,583
New +$415K 0.04% 128
2021
Q1 		– Sell
-7,787
Closed -$296K – 188
2020
Q4 		$296K Buy
+7,787
New +$275K 0.06% 120

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Advisors Preferred's IMTM Position: Q4 2021 in Review

Advisors Preferred sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q4 2021, closing a stake of 649 shares — an estimated $24K sold.

Advisors Preferred first reported a position in IMTM in Q4 2020 and held it in 3 quarters. The position peaked at $409K in Q2 2021. 107 funds tracked by Wall St. Rank hold IMTM as of Q4 2021.

  • Advisors Preferred reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Advisors Preferred sold 649 iShares MSCI Intl Momentum Factor ETF shares in Q4 2021, an estimated $24K.
  • Advisors Preferred first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2020 and held it in 3 quarters.
  • Advisors Preferred's iShares MSCI Intl Momentum Factor ETF position peaked at $409K in Q2 2021.
  • 107 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q4 2021.

Based on Advisors Preferred's 13F filing for Q4 2021, filed 7 Feb 2022.