Superior Planning, LLC’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Superior Planning, LLC’s Portfolio MTUM Stock Details MTUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$25.7K	Buy	+324	New	+$25K	0.01%	602

Other funds holding MTUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Superior Planning, LLC's MTUM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2026: 324 shares worth $25.7K. The stake represents 0.01% of the portfolio and ranks #602 among its holdings.

915 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

Superior Planning, LLC held 324 shares of iShares MSCI USA Momentum Factor ETF worth $25.7K as of Q3 2026.
iShares MSCI USA Momentum Factor ETF was a new Superior Planning, LLC position in Q3 2026.
iShares MSCI USA Momentum Factor ETF made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #602 holding.
915 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.