Balboa Wealth Partners’s m+ Income Momentum Autocall ETF MPIM Stock Holding History

Balboa Wealth Partners’s Portfolio MPIM Stock Details MPIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$872K	Buy	+36,318	New	+$891K	0.12%	144

Other funds holding MPIM

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Balboa Wealth Partners's MPIM Position: Q3 2026 in Review

Balboa Wealth Partners opened a new position in m+ Income Momentum Autocall ETF (MPIM) in Q3 2026: 36,318 shares worth $872K. The stake represents 0.12% of the portfolio and ranks #144 among its holdings.

6 funds tracked by Wall St. Rank hold MPIM as of Q3 2026.

Balboa Wealth Partners held 36,318 shares of m+ Income Momentum Autocall ETF worth $872K as of Q3 2026.
m+ Income Momentum Autocall ETF was a new Balboa Wealth Partners position in Q3 2026.
m+ Income Momentum Autocall ETF made up 0.12% of Balboa Wealth Partners's portfolio in Q3 2026, its #144 holding.
6 funds tracked by Wall St. Rank held m+ Income Momentum Autocall ETF as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.