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

Archer 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 Q3	–	Sell	-14,362	Closed	-$4.92M	–	126
2026 Q2	$4.92M	Sell	14,362 -5,729	-29%	-$1.71M	1.68%	16
2026 Q1	$4.82M	Buy	20,091 +14,677	+271%	+$3.69M	2.03%	16
2025 Q4	$1.36M	Buy	+5,414	New	+$1.36M	0.73%	42

Other funds holding MTUM

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

Archer Investment Management's MTUM Position: Q3 2026 in Review

Archer Investment Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2026, closing a stake of 14,362 shares — an estimated $4.92M sold.

Archer Investment Management first reported a position in MTUM in Q4 2025 and held it in 3 quarters. The position peaked at $4.92M in Q2 2026. 173 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

Archer Investment Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2026 after selling out during the quarter.
Archer Investment Management sold 14,362 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $4.92M.
Archer Investment Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and held it in 3 quarters.
Archer Investment Management's iShares MSCI USA Momentum Factor ETF position peaked at $4.92M in Q2 2026.
173 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Archer Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.