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Wealth Enhancement Trust Services’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Wealth Enhancement Trust 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 		$10.8M Buy
205,583
+36,059
+21% +$1.91M 1.16% 16
2026
Q2 		$9.04M Buy
169,524
+22,819
+16% +$1.19M 1% 23
2026
Q1 		$7.04M Buy
146,705
+14,481
+11% +$726K 0.85% 29
2025
Q4 		$6.34M Buy
+132,224
New +$6.33M 0.8% 32

Other funds holding IMTM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Wealth Enhancement Trust Services's IMTM Position: Q3 2026 in Review

Wealth Enhancement Trust Services increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 21% in Q3 2026, buying an estimated $1.91M and bringing the position to 205,583 shares worth $10.8M. The position accounts for 1.16% of the portfolio, ranked #16.

Wealth Enhancement Trust Services first reported a position in IMTM in Q4 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold IMTM as of Q3 2026.

  • Wealth Enhancement Trust Services held 205,583 shares of iShares MSCI Intl Momentum Factor ETF worth $10.8M as of Q3 2026.
  • Wealth Enhancement Trust Services bought 36,059 iShares MSCI Intl Momentum Factor ETF shares in Q3 2026, an estimated $1.91M.
  • iShares MSCI Intl Momentum Factor ETF made up 1.16% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #16 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • 16 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.