GWM
FMTM

Goldenstone Wealth Management’s MarketDesk Focused U.S. Momentum ETF FMTM Stock Holding History

Goldenstone Wealth Management’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
Q2 		$515K Buy
11,803
+579
+5% +$23.1K 0.34% 51
2026
Q1 		$390K Buy
11,224
+425
+4% +$15K 0.28% 57
2025
Q4 		$347K Buy
+10,799
New +$337K 0.26% 59

Other funds holding FMTM

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $349M AUM 19.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
SWM
Steelhead Wealth Management Glen Allen, Virginia $248M AUM
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Goldenstone Wealth Management's FMTM Position: Q2 2026 in Review

Goldenstone Wealth Management increased its MarketDesk Focused U.S. Momentum ETF (FMTM) stake by 5.2% in Q2 2026, buying an estimated $23.1K and bringing the position to 11,803 shares worth $515K. The position accounts for 0.34% of the portfolio, ranked #51.

Goldenstone Wealth Management first reported a position in FMTM in Q4 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold FMTM as of Q2 2026.

  • Goldenstone Wealth Management held 11,803 shares of MarketDesk Focused U.S. Momentum ETF worth $515K as of Q2 2026.
  • Goldenstone Wealth Management bought 579 MarketDesk Focused U.S. Momentum ETF shares in Q2 2026, an estimated $23.1K.
  • MarketDesk Focused U.S. Momentum ETF made up 0.34% of Goldenstone Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Goldenstone Wealth Management first reported a position in MarketDesk Focused U.S. Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held MarketDesk Focused U.S. Momentum ETF as of Q2 2026.

Based on Goldenstone Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.