Compass Ion Advisors’s MarketDesk Focused U.S. Momentum ETF FMTM Stock Holding History

Compass Ion Advisors’s Portfolio FMTM Stock Details FMTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$497K	Buy	+12,731	New	+$498K	0.04%	191

Other funds holding FMTM

San Luis Wealth Advisors San Luis Obispo, California $660M AUM 11.72% 1-Year Est. Return

Englebert Financial Advisers Allentown, Pennsylvania $101M AUM 14.65% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Andina Capital Management Lehi, Utah $69.4M AUM 8.18% 1-Year Est. Return

WESPAC Advisors Orinda, California $198M AUM 35.33% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Compass Ion Advisors's FMTM Position: Q3 2026 in Review

Compass Ion Advisors opened a new position in MarketDesk Focused U.S. Momentum ETF (FMTM) in Q3 2026: 12,731 shares worth $497K. The stake represents 0.04% of the portfolio and ranks #191 among its holdings.

10 funds tracked by Wall St. Rank hold FMTM as of Q3 2026.

Compass Ion Advisors held 12,731 shares of MarketDesk Focused U.S. Momentum ETF worth $497K as of Q3 2026.
MarketDesk Focused U.S. Momentum ETF was a new Compass Ion Advisors position in Q3 2026.
MarketDesk Focused U.S. Momentum ETF made up 0.04% of Compass Ion Advisors's portfolio in Q3 2026, its #191 holding.
10 funds tracked by Wall St. Rank held MarketDesk Focused U.S. Momentum ETF as of Q3 2026.

Based on Compass Ion Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.