KAS
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Kestra Advisory Services’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Kestra Advisory Services’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
Q1 		$1.04M Sell
21,581
-817
-4% -$40.9K ﹤0.01% 1706
2025
Q4 		$1.07M Buy
22,398
+243
+1% +$11.6K ﹤0.01% 1605
2025
Q3 		$1.06M Buy
22,155
+17,762
+404% +$822K ﹤0.01% 1550
2025
Q2 		$201K Buy
+4,393
New +$188K ﹤0.01% 2652
2025
Q1 		– Sell
-14,044
Closed -$525K – 2828
2024
Q4 		$525K Buy
+14,044
New +$548K ﹤0.01% 1845

Other funds holding IMTM

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return