Archer Investment Corporation’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Archer Investment Corporation’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	$14.1K	Buy	41 +8	+24%	+$2.39K	﹤0.01%	765
2026 Q1	$7.92K	Hold	33	–	–	﹤0.01%	834
2025 Q4	$8.26K	Hold	33	–	–	﹤0.01%	756
2025 Q3	$8.46K	Hold	33	–	–	﹤0.01%	753
2025 Q2	$7.93K	Buy	33 +8	+32%	+$1.75K	﹤0.01%	745
2025 Q1	$5.05K	Sell	25 -5	-17%	-$1.07K	﹤0.01%	816
2024 Q4	$6.21K	Buy	30 +5	+20%	+$1.05K	﹤0.01%	786
2024 Q3	$5.07K	Hold	25	–	–	﹤0.01%	804
2024 Q2	$4.87K	Hold	25	–	–	﹤0.01%	790
2024 Q1	$4.68K	Hold	25	–	–	﹤0.01%	778
2023 Q4	$3.92K	Hold	25	–	–	﹤0.01%	819
2023 Q3	$3.49K	Hold	25	–	–	﹤0.01%	800
2023 Q2	$3.61K	Hold	25	–	–	﹤0.01%	782
2023 Q1	$3.48K	Hold	25	–	–	﹤0.01%	690
2022 Q4	$3.65K	Hold	25	–	–	﹤0.01%	658
2022 Q3	$3.28K	Hold	25	–	–	﹤0.01%	643
2022 Q2	$3.41K	Hold	25	–	–	﹤0.01%	650
2022 Q1	$4.02K	Buy	+25	New	+$4.12K	﹤0.01%	643
2020 Q3	–	Sell	-17	Closed	-$2.23K	–	674
2020 Q2	$2.23K	Hold	17	–	–	﹤0.01%	559
2020 Q1	$2K	Hold	17	–	–	﹤0.01%	539
2019 Q4	$2K	Sell	17 -27	-61%	-$3.28K	﹤0.01%	560
2019 Q3	$5K	Buy	44 +17	+63%	+$2.05K	﹤0.01%	396
2019 Q2	$3K	Buy	+27	New	+$3.09K	﹤0.01%	416

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

Archer Investment Corporation's MTUM Position: Q2 2026 in Review

Archer Investment Corporation increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 24% in Q2 2026, buying an estimated $2.39K and bringing the position to 41 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Archer Investment Corporation first reported a position in MTUM in Q2 2019 and has held it in 23 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Archer Investment Corporation held 41 shares of iShares MSCI USA Momentum Factor ETF worth $14.1K as of Q2 2026.
Archer Investment Corporation bought 8 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $2.39K.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Archer Investment Corporation's portfolio in Q2 2026, its #765 holding.
Archer Investment Corporation first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2019 and has held it in 23 quarters since.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.