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

Aptus Capital Advisors’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
Q1 		$16.1K Hold
335
– – ﹤0.01% 1440
2025
Q4 		$16.1K Hold
335
– – ﹤0.01% 1447
2025
Q3 		$16K Hold
335
– – ﹤0.01% 1382
2025
Q2 		$15.3K Sell
335
-170
-34% -$7.27K ﹤0.01% 1328
2025
Q1 		$20.2K Sell
505
-27
-5% -$1.07K ﹤0.01% 1202
2024
Q4 		$19.9K Hold
532
– – ﹤0.01% 1216
2024
Q3 		$21.5K Buy
+532
New +$20.8K ﹤0.01% 1028

Other funds holding IMTM

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RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
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Northwestern Mutual Wealth Management
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SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return