AC
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Apella Capital’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Apella Capital’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
2026
Q2 		$11.2M Sell
214,996
-6,974
-3% -$364K 0.16% 108
2026
Q1 		$11.7M Sell
221,970
-13,446
-6% -$674K 0.17% 99
2025
Q4 		$11.3M Sell
235,416
-19,570
-8% -$937K 0.22% 85
2025
Q3 		$12.1M Sell
254,986
-40,675
-14% -$1.88M 0.27% 79
2025
Q2 		$13.3M Sell
295,661
-48,804
-14% -$2.09M 0.36% 55
2025
Q1 		$13.3M Sell
344,465
-113,482
-25% -$4.49M 0.46% 44
2024
Q4 		$17.1M Sell
457,947
-88,047
-16% -$3.44M 0.66% 34
2024
Q3 		$21.8M Buy
545,994
+20,192
+4% +$790K 0.9% 28
2024
Q2 		$20.8M Buy
525,802
+20,572
+4% +$794K 0.93% 26
2024
Q1 		$19.6M Sell
505,230
-4,646
-0.9% -$169K 0.99% 26
2023
Q4 		$17.3M Sell
509,876
-3,984
-0.8% -$130K 0.96% 29
2023
Q3 		$16.2M Buy
513,860
+32,345
+7% +$1.06M 1.14% 25
2023
Q2 		$16M Buy
+481,515
New +$15.9M 1.14% 25
2022
Q4 		$10.3M Buy
334,528
+124,729
+59% +$3.71M 0.94% 29
2022
Q3 		$5.63M Buy
209,799
+86,921
+71% +$2.57M 0.66% 39
2022
Q2 		$3.68M Buy
+122,878
New +$3.98M 0.44% 49

Other funds holding IMTM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return