Elevate Wealth Advisory’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Elevate Wealth Advisory’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	$39.3K	Buy	+746	New	+$39.5K	0.02%	109

Other funds holding IMTM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Elevate Wealth Advisory's IMTM Position: Q3 2026 in Review

Elevate Wealth Advisory opened a new position in iShares MSCI Intl Momentum Factor ETF (IMTM) in Q3 2026: 746 shares worth $39.3K. The stake represents 0.02% of the portfolio and ranks #109 among its holdings.

91 funds tracked by Wall St. Rank hold IMTM as of Q3 2026.

Elevate Wealth Advisory held 746 shares of iShares MSCI Intl Momentum Factor ETF worth $39.3K as of Q3 2026.
iShares MSCI Intl Momentum Factor ETF was a new Elevate Wealth Advisory position in Q3 2026.
iShares MSCI Intl Momentum Factor ETF made up 0.02% of Elevate Wealth Advisory's portfolio in Q3 2026, its #109 holding.
91 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2026.

Based on Elevate Wealth Advisory's 13F filing for Q3 2026, filed 29 Oct 2026.