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 Q2	$51.7M	Sell	150,686 -50,755	-25%	-$15.1M	1.88%	18
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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Advocacy Wealth Management Services's MTUM Position: Q2 2026 in Review

Advocacy Wealth Management Services reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 25% in Q2 2026, selling an estimated $15.1M and leaving 150,686 shares worth $51.7M. The position accounts for 1.88% of the portfolio, ranked #18.

Advocacy Wealth Management Services first reported a position in MTUM in Q2 2022 and has held it in 8 quarters since. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Advocacy Wealth Management Services held 150,686 shares of iShares MSCI USA Momentum Factor ETF worth $51.7M as of Q2 2026.
Advocacy Wealth Management Services sold 50,755 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $15.1M.
iShares MSCI USA Momentum Factor ETF made up 1.88% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #18 holding.
Advocacy Wealth Management Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2022 and has held it in 8 quarters since.
1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.