Aptus Capital Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.97M | Buy |
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|
2025
Q2 | $9.25M | Sell |
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2025
Q1 | $7.86M | Sell |
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|
2024
Q4 | $8.45M | Buy |
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|
2024
Q3 | $8.27M | Sell |
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|
2024
Q2 | $9.36M | Sell |
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|
2024
Q1 | $11.5M | Buy |
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|
2023
Q4 | $59.1K | Hold |
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|
2023
Q3 | $52.7K | Sell |
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|
2023
Q2 | $56.4K | Hold |
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|
2023
Q1 | $54.4K | Sell |
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|
2022
Q4 | $57.4K | Buy |
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|
2022
Q3 | $49K | Hold |
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|
2022
Q2 | $51K | Hold |
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|
2022
Q1 | $63K | Hold |
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|
2021
Q4 | $69K | Hold |
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|
2021
Q3 | $66K | Sell |
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|
2021
Q2 | $80K | Buy |
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|
2021
Q1 | $61K | Sell |
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|
2020
Q4 | $164K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $80K | Sell |
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|
2019
Q3 | $162K | Sell |
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|
2019
Q2 | $212K | Buy |
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