Advyzon Investment Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Advyzon Investment Management’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	$15M	Buy	43,832 +14,523	+50%	+$4.33M	1.09%	14
2026 Q1	$7.03M	Buy	29,309 +16,461	+128%	+$4.14M	0.63%	34
2025 Q4	$3.22M	Buy	12,848 +8,756	+214%	+$2.2M	0.37%	61
2025 Q3	$1.05M	Sell	4,092 -570	-12%	-$140K	0.18%	122
2025 Q2	$1.12M	Buy	4,662 +4,296	+1,174%	+$937K	0.25%	87
2025 Q1	$74K	Buy	+366	New	+$78.2K	0.03%	279

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

Advyzon Investment Management's MTUM Position: Q2 2026 in Review

Advyzon Investment Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 50% in Q2 2026, buying an estimated $4.33M and bringing the position to 43,832 shares worth $15M. The position accounts for 1.09% of the portfolio, ranked #14.

Advyzon Investment Management first reported a position in MTUM in Q1 2025 and has held it in 6 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Advyzon Investment Management held 43,832 shares of iShares MSCI USA Momentum Factor ETF worth $15M as of Q2 2026.
Advyzon Investment Management bought 14,523 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $4.33M.
iShares MSCI USA Momentum Factor ETF made up 1.09% of Advyzon Investment Management's portfolio in Q2 2026, its #14 holding.
Advyzon Investment Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2025 and has held it in 6 quarters since.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.