Advocacy Wealth Management Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Advocacy Wealth Management Services’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 Q1	$48.3M	Buy	201,441 +12,572	+7%	+$3.16M	2.14%	17
2025 Q4	$47.3M	Buy	188,869 +95,544	+102%	+$24M	1.98%	15
2025 Q3	$23.9M	Buy	93,325 +4,909	+6%	+$1.2M	1.04%	25
2025 Q2	$21.2M	Buy	88,416 +4,752	+6%	+$1.04M	1.3%	25
2025 Q1	$16.9M	Buy	83,664 +10,522	+14%	+$2.25M	1.15%	25
2024 Q4	$15.1M	Buy	+73,142	New	+$15.3M	1.15%	21
2022 Q3	–	Sell	-34,566	Closed	-$4.71M	–	144
2022 Q2	$4.71M	Buy	+34,566	New	+$5.08M	0.76%	14

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Advocacy Wealth Management Services's MTUM Position: Q1 2026 in Review

Advocacy Wealth Management Services increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 6.7% in Q1 2026, buying an estimated $3.16M and bringing the position to 201,441 shares worth $48.3M. The position accounts for 2.14% of the portfolio, ranked #17.

Advocacy Wealth Management Services first reported a position in MTUM in Q2 2022 and has held it in 7 quarters since. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

Advocacy Wealth Management Services held 201,441 shares of iShares MSCI USA Momentum Factor ETF worth $48.3M as of Q1 2026.
Advocacy Wealth Management Services bought 12,572 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $3.16M.
iShares MSCI USA Momentum Factor ETF made up 2.14% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #17 holding.
Advocacy Wealth Management Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2022 and has held it in 7 quarters since.
1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.