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 Q3	$1.41M	Buy	26,875 +1,094	+4%	+$58K	﹤0.01%	1706
2026 Q2	$1.37M	Buy	25,781 +4,200	+19%	+$219K	﹤0.01%	1607
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

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

Kestra Advisory Services's IMTM Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 4.2% in Q3 2026, buying an estimated $58K and bringing the position to 26,875 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

Kestra Advisory Services first reported a position in IMTM in Q4 2024 and has held it in 7 quarters since. 113 funds tracked by Wall St. Rank hold IMTM as of Q3 2026.

Kestra Advisory Services held 26,875 shares of iShares MSCI Intl Momentum Factor ETF worth $1.41M as of Q3 2026.
Kestra Advisory Services bought 1,094 iShares MSCI Intl Momentum Factor ETF shares in Q3 2026, an estimated $58K.
iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1706 holding.
Kestra Advisory Services first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
113 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.