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

Steelhead 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 Q1	$1.1M	Buy	+31,595	New	+$1.12M	0.56%	35

Other funds holding FMTM

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Arrowroot Family Office Marina Del Rey, California $302M AUM 14.21% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Andina Capital Management Lehi, Utah $62M AUM 12.06% 1-Year Est. Return

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Goldenstone Wealth Management El Dorado Hills, California $153M AUM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Steelhead Wealth Management's FMTM Position: Q1 2026 in Review

Steelhead Wealth Management opened a new position in MarketDesk Focused U.S. Momentum ETF (FMTM) in Q1 2026: 31,595 shares worth $1.1M. The stake represents 0.56% of the portfolio and ranks #35 among its holdings.

17 funds tracked by Wall St. Rank hold FMTM as of Q1 2026.

Steelhead Wealth Management held 31,595 shares of MarketDesk Focused U.S. Momentum ETF worth $1.1M as of Q1 2026.
MarketDesk Focused U.S. Momentum ETF was a new Steelhead Wealth Management position in Q1 2026.
MarketDesk Focused U.S. Momentum ETF made up 0.56% of Steelhead Wealth Management's portfolio in Q1 2026, its #35 holding.
17 funds tracked by Wall St. Rank held MarketDesk Focused U.S. Momentum ETF as of Q1 2026.

Based on Steelhead Wealth Management's 13F filing for Q1 2026, filed 16 Jun 2026.