MTM INVESTMENT MANAGEMENT, LLC
Adviser information for MTM INVESTMENT MANAGEMENT, LLC last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | South Carolina, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 965 | $472.7M |
| Non-Discretionary | 46 | $52.5M |
| Total | 1,011 | $525.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 219 | $52.7M |
| HNW Individuals | 177 | $441.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 9 | $29.0M |
| Charitable organizations | <5 | $2.2M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Principal Office
812 EAST MAIN STREETSPARTANBURG
SC
United States
Monday - Friday, 9:00 A.M. - 4:30 P.M.
Tel: 864-582-7000, Fax: 864-582-5135
Chief Compliance Officer
JOHN MOORE
812 EAST MAIN STREET
SPARTANBURG
SC
United States
Tel:
864-582-7000
J***@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MOORE, JOHN, PENDLETON | Individual | – | CHIEF COMPLIANCE OFFICER, PRESIDENT | 05/2018 | < 5% |
| TAYLOR, DAVID, CORDELL | Individual | – | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | 05/2018 | < 5% |
| D.C. TAYLOR & CO., LLC | Domestic Entity | – | OWNER | 05/2018 | 50-75% |
| MOORE CAPITAL, LLC | Domestic Entity | – | OWNER | 05/2018 | 50-75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 25th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| APPLE INC | COM | 11M | 53K | – |
| LOWES COS INC | COM | 10M | 44K | – |
| ELI LILLY & CO | COM | 10M | 11K | – |
| MICROSOFT CORP | COM | 9M | 19K | – |
| MCKESSON CORP | COM | 7M | 12K | – |
| KINDER MORGAN INC DEL | COM | 6M | 310K | – |
| JPMORGAN CHASE & CO. | COM | 6M | 29K | – |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 5M | 136K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 5M | 10K | – |
| T ROWE PRICE ETF INC | CAP APPRECIATION | 5M | 144K | – |
| ISHARES TR | RUS 1000 GRW ETF | 4M | 12K | – |
| CHEVRON CORP NEW | COM | 4M | 28K | – |
| COCA COLA CO | COM | 4M | 57K | – |
| PACER FDS TR | PACER US SMALL | 4M | 81K | – |
| COSTCO WHSL CORP NEW | COM | 3M | 4K | – |
| SOUTHERN CO | COM | 3M | 44K | – |
| COMMERCE BANCSHARES INC | COM | 3M | 60K | – |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRIGHT MO | 3M | 33K | – |
| EXXON MOBIL CORP | COM | 3M | 28K | – |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 3M | 21K | – |
| FIRST TR NASDAQ 100 TECH IND | SHS | 3M | 15K | – |
| FIRST TR SML CP CORE ALPHA F | COM SHS | 3M | 32K | – |
| BROADCOM INC | COM | 3M | 2K | – |
| CSX CORP | COM | 2M | 70K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 2M | 14K | – |
| HOME DEPOT INC | COM | 2M | 6K | – |
| FIRST TR EXCHANGE TRADED FD | TECH ALPHADEX | 2M | 16K | – |
| PACER FDS TR | US CASH COWS 100 | 2M | 40K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 2M | 10K | – |
| WALMART INC | COM | 2M | 31K | – |
| BANK AMERICA CORP | COM | 2M | 51K | – |
| FISERV INC | COM | 2M | 13K | – |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 2M | 35K | – |
| TJX COS INC NEW | COM | 2M | 17K | – |
| AMAZON COM INC | COM | 2M | 10K | – |
| NORFOLK SOUTHN CORP | COM | 2M | 9K | – |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 2M | 9K | – |
| FIRST TR EXCHANGE TRADED FD | INDLS PROD DUR | 2M | 26K | – |
| CISCO SYS INC | COM | 2M | 37K | – |
| JOHNSON & JOHNSON | COM | 2M | 12K | – |
| MERCK & CO INC | COM | 2M | 14K | – |
| SELECT SECTOR SPDR TR | FINANCIAL | 2M | 38K | – |
| FIRST TR EXCHANGE-TRADED FD | NASD TECH DIV | 2M | 20K | – |
| UNION PAC CORP | COM | 1M | 6K | – |
| MICROSTRATEGY INC | CL A NEW | 1M | 1K | – |
| EATON CORP PLC | SHS | 1M | 5K | – |
| PROCTER AND GAMBLE CO | COM | 1M | 9K | – |
| FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | 1M | 58K | – |
| DUKE ENERGY CORP NEW | COM NEW | 1M | 13K | – |
| FIRST TR EXCHANGE-TRADED ALP | MID CP GR ALPH | 1M | 18K | – |
| TEXAS INSTRS INC | COM | 1M | 7K | – |
| FIRST TR EXCHANGE-TRADED FD | FT VEST GOLD | 1M | 66K | – |
| ALPHABET INC | CAP STK CL C | 1M | 7K | – |
| HONEYWELL INTL INC | COM | 1M | 6K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1M | 3K | – |
| PEPSICO INC | COM | 1M | 8K | – |
| WASTE MGMT INC DEL | COM | 1M | 6K | – |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 1M | 20K | – |
| FIRST TR EXCHANGE-TRADED ALP | SML CP GRW ALP | 1M | 18K | – |
| FIRST TR EXCH TRADED FD III | FT VEST SMID | 1M | 55K | – |
| AMERICAN TOWER CORP NEW | COM | 1M | 6K | – |
| NVIDIA CORPORATION | COM | 1M | 9K | – |
| FIRST TR EXCHANGE-TRADED FD | FT VEST RIS | 1M | 46K | – |
| WILLIAMS COS INC | COM | 1M | 25K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 1M | 27K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 1M | 25K | – |
| GE AEROSPACE | COM NEW | 1M | 7K | – |
| PHILIP MORRIS INTL INC | COM | 971K | 10K | – |
| FIRST TR EXCHANGE-TRADED FD | WTR ETF | 958K | 10K | – |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 940K | 14K | – |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 887K | 12K | – |
| AMERICAN EXPRESS CO | COM | 885K | 4K | – |
| WELLS FARGO CO NEW | COM | 880K | 15K | – |
| ENBRIDGE INC | COM | 868K | 24K | – |
| VISA INC | COM CL A | 860K | 3K | – |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 859K | 9K | – |
| VERISK ANALYTICS INC | COM | 854K | 3K | – |
| ABBVIE INC | COM | 812K | 5K | – |
| ZOETIS INC | CL A | 806K | 5K | – |
| INTEL CORP | COM | 769K | 25K | – |
| VERIZON COMMUNICATIONS INC | COM | 759K | 18K | – |
| ISHARES TR | MSCI EAFE ETF | 743K | 9K | – |
| ALTRIA GROUP INC | COM | 738K | 16K | – |
| VALERO ENERGY CORP | COM | 726K | 5K | – |
| PARK NATL CORP | COM | 712K | 5K | – |
| KIMBELL RTY PARTNERS LP | UNIT | 704K | 43K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 693K | 14K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 655K | 4K | – |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 652K | 8K | – |
| ABBOTT LABS | COM | 642K | 6K | – |
| SPDR GOLD TR | GOLD SHS | 618K | 3K | – |
| BLACKROCK INC | COM | 617K | 784 | – |
| CVS HEALTH CORP | COM | 615K | 10K | – |
| ENTERPRISE PRODS PARTNERS L | COM | 585K | 20K | – |
| WISDOMTREE TR | ITL HDG QTLY DIV | 585K | 13K | – |
| INTERCONTINENTAL EXCHANGE IN | COM | 584K | 4K | – |
| LINCOLN NATL CORP IND | COM | 579K | 19K | – |
| CROWN CASTLE INC | COM | 570K | 6K | – |
| FIRST TR VALUE LINE DIVID IN | SHS | 564K | 14K | – |
| ROCKWELL AUTOMATION INC | COM | 562K | 2K | – |
| FIRST TR EXCHANGE TRADED FD | CONSUMR DISCRE | 558K | 9K | – |
| DIREXION SHS ETF TR | NAS100 EQL WGT | 549K | 6K | – |
| ALPHABET INC | CAP STK CL A | 537K | 3K | – |
| MONDELEZ INTL INC | CL A | 537K | 8K | – |
| ISHARES TR | RUSSELL 3000 ETF | 523K | 2K | – |
| PFIZER INC | COM | 519K | 19K | – |
| INVESCO QQQ TR | UNIT SER 1 | 515K | 1K | – |
| AFLAC INC | COM | 509K | 6K | – |
| UNITEDHEALTH GROUP INC | COM | 507K | 996 | – |
| PHILLIPS 66 | COM | 501K | 4K | – |
| WISDOMTREE TR | FLOATNG RAT TREA | 493K | 10K | – |
| ISHARES TR | MSCI USA MMENTM | 492K | 3K | – |
| ACUITY BRANDS INC | COM | 469K | 2K | – |
| TRANE TECHNOLOGIES PLC | SHS | 461K | 1K | – |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | 446K | 9K | – |
| PAYPAL HLDGS INC | COM | 441K | 8K | – |
| META PLATFORMS INC | CL A | 437K | 867 | – |
| FIRST TR MORNINGSTAR DIVID L | SHS | 433K | 11K | – |
| BOSTON SCIENTIFIC CORP | COM | 433K | 6K | – |
| FIRST TR LRG CP VL ALPHADEX | COM SHS | 431K | 6K | – |
| SPDR SER TR | BLOOMBERG INVT | 431K | 14K | – |
| FEDEX CORP | COM | 430K | 1K | – |
| APPLIED MATLS INC | COM | 421K | 2K | – |
| DICKS SPORTING GOODS INC | COM | 412K | 2K | – |
| HARTFORD FINL SVCS GROUP INC | COM | 398K | 4K | – |
| CRANE COMPANY | COMMON STOCK | 395K | 3K | – |
| ROYAL GOLD INC | COM | 395K | 3K | – |
| 3M CO | COM | 392K | 4K | – |
| STERIS PLC | SHS USD | 390K | 2K | – |
| EMERSON ELEC CO | COM | 374K | 3K | – |
| ISHARES TR | RUS MID CAP ETF | 362K | 4K | – |
| FASTENAL CO | COM | 358K | 6K | – |
| TRUIST FINL CORP | COM | 357K | 9K | – |
| CONSTELLATION ENERGY CORP | COM | 356K | 2K | – |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRGT TECH | 353K | 6K | – |
| DISNEY WALT CO | COM | 350K | 4K | – |
| DEERE & CO | COM | 345K | 924 | – |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 337K | 11K | – |
| PAYCHEX INC | COM | 336K | 3K | – |
| RAYMOND JAMES FINL INC | COM | 334K | 3K | – |
| IQVIA HLDGS INC | COM | 331K | 2K | – |
| DIGITAL RLTY TR INC | COM | 330K | 2K | – |
| FIRST TR EXCHANGE-TRADED FD | DORSY WR MOMNT | 324K | 11K | – |
| PAYCOM SOFTWARE INC | COM | 323K | 2K | – |
| UNITED PARCEL SERVICE INC | CL B | 315K | 2K | – |
| D R HORTON INC | COM | 297K | 2K | – |
| LINDE PLC | SHS | 296K | 674 | – |
| FIRST TR EXCHANGE TRADED FD | HLTH CARE ALPH | 294K | 3K | – |
| MCDONALDS CORP | COM | 291K | 1K | – |
| SPDR SER TR | S&P DIVID ETF | 286K | 2K | – |
| PRICE T ROWE GROUP INC | COM | 283K | 2K | – |
| GE VERNOVA INC | COM | 280K | 2K | – |
| WISDOMTREE TR | US MIDCAP DIVID | 277K | 6K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 275K | 550 | – |
| CONOCOPHILLIPS | COM | 275K | 2K | – |
| DEVON ENERGY CORP NEW | COM | 274K | 6K | – |
| CENCORA INC | COM | 269K | 1K | – |
| CORTEVA INC | COM | 261K | 5K | – |
| AMERIPRISE FINL INC | COM | 260K | 608 | – |
| FIRST HORIZON CORPORATION | COM | 260K | 16K | – |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 260K | 5K | – |
| EOG RES INC | COM | 256K | 2K | – |
| TARGET CORP | COM | 243K | 2K | – |
| HERSHEY CO | COM | 240K | 1K | – |
| WELLTOWER INC | COM | 240K | 2K | – |
| ORACLE CORP | COM | 239K | 2K | – |
| AT&T INC | COM | 238K | 12K | – |
| WEYERHAEUSER CO MTN BE | COM NEW | 236K | 8K | – |
| GENUINE PARTS CO | COM | 234K | 2K | – |
| BOOKING HOLDINGS INC | COM | 234K | 59 | – |
| EQT CORP | COM | 233K | 6K | – |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 233K | 3K | – |
| RTX CORPORATION | COM | 233K | 2K | – |
| ISHARES TR | MSCI USA MIN VOL | 232K | 3K | – |
| DARDEN RESTAURANTS INC | COM | 232K | 2K | – |
| MARINEMAX INC | COM | 230K | 7K | – |
| WISDOMTREE TR | US LARGECAP DIVD | 227K | 3K | – |
| WEC ENERGY GROUP INC | COM | 222K | 3K | – |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRGT INDS | 221K | 2K | – |
| GENERAL MLS INC | COM | 219K | 3K | – |
| ISHARES TR | RUS 1000 VAL ETF | 210K | 1K | – |
| ISHARES TR | CORE DIV GRWTH | 209K | 4K | – |
| DOMINION ENERGY INC | COM | 206K | 4K | – |
| CENTERPOINT ENERGY INC | COM | 204K | 7K | – |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 203K | 519 | – |
| CARLISLE COS INC | COM | 203K | 500 | – |
| INVESCO EXCH TRADED FD TR II | DORSEY WRGT SMLC | 198K | 2K | – |
| FIRST TR EXCHANGE TRADED FD | FINLS ALPHADEX | 195K | 4K | – |
| ELANCO ANIMAL HEALTH INC | COM | 186K | 13K | – |
| ISHARES TR | CORE S&P500 ETF | 169K | 308 | – |
| PROFOUND MED CORP | COM NEW | 158K | 19K | – |
| STAR GROUP L P | UNIT LTD PARTNR | 153K | 14K | – |
| MARKETWISE INC | COM CL A | 149K | 129K | – |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 149K | 3K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 142K | 585 | – |
| FORD MTR CO DEL | COM | 137K | 11K | – |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRGT CSMR | 129K | 1K | – |
| ISHARES TR | RUSSELL 2000 ETF | 128K | 631 | – |
| VANGUARD INDEX FDS | VALUE ETF | 127K | 790 | – |
| ISHARES TR | CORE S&P MCP ETF | 125K | 2K | – |
| SPDR SER TR | DJ REIT ETF | 120K | 1K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US | 119K | 3K | – |
| ISHARES TR | US HLTHCARE ETF | 100K | 2K | – |
| ISHARES TR | CORE S&P SCP ETF | 98K | 920 | – |
| SELECT SECTOR SPDR TR | ENERGY | 92K | 1K | – |
| ISHARES TR | U.S. TECH ETF | 91K | 607 | – |
| FIRST TR EXCHANGE-TRADED FD | DORSEY WRT 5 ETF | 88K | 2K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 87K | 2K | – |
| FIRST TR EXCHANGE-TRADED FD | DORSEY WRIGHT | 84K | 2K | – |
| ISHARES TR | US CONSUM DISCRE | 72K | 884 | – |
| GABELLI EQUITY TR INC | COM | 70K | 14K | – |
| FIRST TR EXCHANGE-TRADED FD | DORSEYWRIGHT MOM | 70K | 2K | – |
| ISHARES TR | SELECT DIVID ETF | 54K | 450 | – |
| ISHARES TR | CORE MSCI EAFE | 49K | 680 | – |
| AMPLIFY ETF TR | AMPLIFY MOBILE P | 47K | 1K | – |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRGT ENRG | 45K | 955 | – |
| VANGUARD INDEX FDS | GROWTH ETF | 45K | 120 | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | 42K | 1K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 40K | 1K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | 38K | 1K | – |
| FIRST TR EXCHANGE TRADED FD | ENERGY ALPHADX | 37K | 2K | – |
| ISHARES TR | DOW JONES US ETF | 36K | 270 | – |
| FIRST TR EXCHANGE-TRADED FD | S&P INTL DIVID | 32K | 2K | – |
| FIRST TR EXCHANGE-TRADED ALP | SML CAP VAL ALPH | 31K | 605 | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL IND | 31K | 677 | – |
| ISHARES TR | RUS 1000 ETF | 30K | 100 | – |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 29K | 425 | – |
| FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | 29K | 301 | – |
| ISHARES TR | U.S. FINLS ETF | 28K | 300 | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 25K | 94 | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR VAL | 23K | 275 | – |
| ISHARES TR | U.S. BAS MTL ETF | 20K | 145 | – |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 19K | 505 | – |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 19K | 225 | – |
| ISHARES TR | MSCI USA QLT FCT | 17K | 100 | – |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 17K | 192 | – |
| STEM INC | COM | 17K | 15K | – |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 16K | 107 | – |
| SPDR SER TR | S&P 600 SMCP VAL | 15K | 195 | – |
| SELECT SECTOR SPDR TR | INDL | 14K | 115 | – |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR TA HIYL | 13K | 320 | – |
| ISHARES TR | US TELECOM ETF | 12K | 570 | – |
| ISHARES TR | TIPS BD ETF | 11K | 100 | – |
| ISHARES TR | MSCI USA VALUE | 10K | 98 | – |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ TRANSN | 9K | 305 | – |
| ISHARES TR | SP SMCP600VL ETF | 9K | 90 | – |
| FIRST TR EXCHANGE-TRADED FD | DORSEY WRIGHT | 8K | 406 | – |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRGT CSMR | 8K | 82 | – |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRGT BASC | 8K | 87 | – |
| INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | 7K | 70 | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 7K | 32 | – |
| ISHARES TR | MSCI EMG MKT ETF | 6K | 150 | – |
| PACER FDS TR | DEVELOPED MRKT | 5K | 165 | – |
| WISDOMTREE TR | US AI ENHANCED | 5K | 50 | – |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 5K | 25 | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 4K | 110 | – |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 4K | 52 | – |
| ISHARES TR | CORE S&P US GWT | 4K | 30 | – |
| ISHARES TR | CORE S&P US VLU | 4K | 40 | – |
| ISHARES TR | S&P MC 400GR ETF | 2K | 20 | – |
| ISHARES TR | MSCI NORWAY ETF | 2K | 68 | – |
| SPDR SER TR | S&P OILGAS EXP | 1K | 10 | – |
| AMPLIFY ETF TR | AMPLIFY ALTERNAT | 1K | 425 | – |
| INVESCO EXCHANGE TRADED FD T | WILDERHIL CLAN | 1K | 55 | – |
| ISHARES TR | IBOXX INV CP ETF | 428 | 4 | – |