AEPWM
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Atlantic Edge Private Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Atlantic Edge Private Wealth 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 		$10.3K Buy
+30
New +$8.95K ﹤0.01% 418
2024
Q1 		– Sell
-4
Closed -$628 – 501
2023
Q4 		$628 Buy
+4
New +$587 ﹤0.01% 446

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Atlantic Edge Private Wealth Management's MTUM Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 30 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #418 among its holdings. This is a return to the name: Atlantic Edge Private Wealth Management previously reported a position in MTUM as recently as Q4 2023.

Atlantic Edge Private Wealth Management first reported a position in MTUM in Q4 2023 and has held it in 2 quarters since. 368 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 30 shares of iShares MSCI USA Momentum Factor ETF worth $10.3K as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Atlantic Edge Private Wealth Management position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #418 holding.
  • Atlantic Edge Private Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2023 and has held it in 2 quarters since.
  • 368 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.