Amplius Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Amplius Wealth Advisors’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
2025 Q3	–	Sell	-2,693	Closed	-$647K	–	197
2025 Q2	$647K	Buy	2,693 +3	+0.1%	+$654	0.06%	101
2025 Q1	$544K	Hold	2,690	–	–	0.06%	107
2024 Q4	$557K	Hold	2,690	–	–	0.06%	98
2024 Q3	$545K	Hold	2,690	–	–	0.06%	94
2024 Q2	$524K	Hold	2,690	–	–	0.06%	95
2024 Q1	$504K	Hold	2,690	–	–	0.06%	97
2023 Q4	$422K	Hold	2,690	–	–	0.05%	105
2023 Q3	$376K	Hold	2,690	–	–	0.05%	108
2023 Q2	$388K	Hold	2,690	–	–	0.05%	113
2023 Q1	$374K	Hold	2,690	–	–	0.05%	116
2022 Q4	$393K	Hold	2,690	–	–	0.06%	104
2022 Q3	$353K	Hold	2,690	–	–	0.06%	107
2022 Q2	$366K	Sell	2,690 -1,000	-27%	-$147K	0.06%	116
2022 Q1	$620K	Hold	3,690	–	–	0.1%	89
2021 Q4	$670K	Buy	+3,690	New	+$680K	0.09%	88

Other funds holding MTUM

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

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

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

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Amplius Wealth Advisors's MTUM Position: Q3 2025 in Review

Amplius Wealth Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2025, closing a stake of 2,693 shares — an estimated $647K sold.

Amplius Wealth Advisors first reported a position in MTUM in Q4 2021 and held it in 15 quarters. The position peaked at $670K in Q4 2021. 981 funds tracked by Wall St. Rank hold MTUM as of Q3 2025.

Amplius Wealth Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2025 after selling out during the quarter.
Amplius Wealth Advisors sold 2,693 iShares MSCI USA Momentum Factor ETF shares in Q3 2025, an estimated $647K.
Amplius Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2021 and held it in 15 quarters.
Amplius Wealth Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $670K in Q4 2021.
981 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2025.

Based on Amplius Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.