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 Q2	$17.9K	Hold	335	–	–	﹤0.01%	1542
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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Aptus Capital Advisors's IMTM Position: Q2 2026 in Review

Aptus Capital Advisors held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q2 2026 at 335 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

Aptus Capital Advisors first reported a position in IMTM in Q3 2024 and has held it in 8 quarters since. The position peaked at $21.5K in Q3 2024. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Aptus Capital Advisors held 335 shares of iShares MSCI Intl Momentum Factor ETF worth $17.9K as of Q2 2026.
Aptus Capital Advisors left its iShares MSCI Intl Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1542 holding.
Aptus Capital Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2024 and has held it in 8 quarters since.
Aptus Capital Advisors's iShares MSCI Intl Momentum Factor ETF position peaked at $21.5K in Q3 2024.
236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.