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

Atlantic Private Wealth’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	$38.3K	Hold	484	–	–	0.02%	134
2026 Q2	$41.4K	Hold	484	–	–	0.03%	134
2026 Q1	$29K	Hold	484	–	–	0.02%	158
2025 Q4	$30.2K	Hold	484	–	–	0.02%	145
2025 Q3	$31K	Hold	484	–	–	0.02%	129
2025 Q2	$29K	Buy	+484	New	+$26.4K	0.02%	133

Other funds holding MTUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Atlantic Private Wealth's MTUM Position: Q3 2026 in Review

Atlantic Private Wealth held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q3 2026 at 484 shares worth $38.3K. The position accounts for 0.02% of the portfolio, ranked #134.

Atlantic Private Wealth first reported a position in MTUM in Q2 2025 and has held it in 6 quarters since. The position peaked at $41.4K in Q2 2026. 802 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

Atlantic Private Wealth held 484 shares of iShares MSCI USA Momentum Factor ETF worth $38.3K as of Q3 2026.
Atlantic Private Wealth left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q3 2026.
iShares MSCI USA Momentum Factor ETF made up 0.02% of Atlantic Private Wealth's portfolio in Q3 2026, its #134 holding.
Atlantic Private Wealth first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 6 quarters since.
Atlantic Private Wealth's iShares MSCI USA Momentum Factor ETF position peaked at $41.4K in Q2 2026.
802 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Atlantic Private Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.