AdvisorShares Investments LLC IMTM β€” ISHARES MSCI INTL MOMENTU

Ownership history in AdvisorShares Investments LLC  Β·  2 quarters on record

AI Ownership Summary

AdvisorShares Investments LLC reported ISHARES MSCI INTL MOMENTU (IMTM) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 2.92% in 2026 Q1. The latest visible filing shows IMTM at 2.92% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IMTM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AdvisorShares Investments LLC's position in ISHARES MSCI INTL MOMENTU, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IMTM was reported at 2.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.92% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AdvisorShares Investments LLC held IMTM β€” position size vs. price
% of Fund (quarterly)    IMTM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 333,088 -17,232 -4.9% 2.92% $16.0M 2026-04-28 $50.50
2025 Q4 INITIATED β€” β€” β€” 350,320 β€” β€” 2.80% $16.8M 2026-02-10 $51.68

🏒 Other funds also holding IMTM

As of 2026 Q2 β€” sorted by position size

CX Institutional 3Y 7Y 0.0%

FAQ About AdvisorShares Investments LLC and IMTM

These are the practical questions this page is built to answer before you even open the full history table.

How long has AdvisorShares Investments LLC reported owning IMTM?

AdvisorShares Investments LLC reported IMTM across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported IMTM position in AdvisorShares Investments LLC's portfolio?

The largest reported portfolio weight for IMTM was 2.92% in 2026 Q1.

What is the latest reported IMTM position on this page?

The most recent filing on this page is 2026 Q1, when AdvisorShares Investments LLC reported 333,088 shares, equal to 2.92% of portfolio, with an estimated market value of $16.0M.

What does the chart on this IMTM ownership page compare?

The chart compares AdvisorShares Investments LLC's quarterly IMTM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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