Columbia Advisory Partners
IMTM icon

Columbia Advisory Partners’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Columbia Advisory Partners’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
Q3 		$2.98M Sell
56,648
-1,370
-2% -$72.6K 1.65% 15
2026
Q2 		$3.09M Buy
58,018
+1,747
+3% +$91.2K 1.71% 13
2026
Q1 		$2.7M Buy
+56,271
New +$2.82M 1.72% 15

Other funds holding IMTM

Wealth Enhancement Advisory Services
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Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Shore Point Advisors
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
Cabot Wealth Management
Cabot Wealth Management Salem, Massachusetts $999M AUM 14.8% 1-Year Est. Return

Columbia Advisory Partners's IMTM Position: Q3 2026 in Review

Columbia Advisory Partners reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 2.4% in Q3 2026, selling an estimated $72.6K and leaving 56,648 shares worth $2.98M. The position accounts for 1.65% of the portfolio, ranked #15.

Columbia Advisory Partners first reported a position in IMTM in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.09M in Q2 2026. 146 funds tracked by Wall St. Rank hold IMTM as of Q3 2026.

  • Columbia Advisory Partners held 56,648 shares of iShares MSCI Intl Momentum Factor ETF worth $2.98M as of Q3 2026.
  • Columbia Advisory Partners sold 1,370 iShares MSCI Intl Momentum Factor ETF shares in Q3 2026, an estimated $72.6K.
  • iShares MSCI Intl Momentum Factor ETF made up 1.65% of Columbia Advisory Partners's portfolio in Q3 2026, its #15 holding.
  • Columbia Advisory Partners first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2026 and has held it in 3 quarters since.
  • Columbia Advisory Partners's iShares MSCI Intl Momentum Factor ETF position peaked at $3.09M in Q2 2026.
  • 146 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2026.

Based on Columbia Advisory Partners's 13F filing for Q3 2026, filed 15 Oct 2026.