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

Atlas Private Wealth Advisors’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
2022 Q1	–	Sell	-6,418	Closed	-$1.17M	–	148
2021 Q4	$1.17M	Sell	6,418 -330	-5%	-$60.8K	0.54%	47
2021 Q3	$1.19M	Buy	6,748 +159	+2%	+$28.3K	0.62%	32
2021 Q2	$1.14M	Buy	6,589 +94	+1%	+$15.9K	0.62%	30
2021 Q1	$1.04M	Buy	6,495 +79	+1%	+$13.1K	0.58%	36
2020 Q4	$1.03M	Buy	6,416 +9	+0.1%	+$1.38K	0.69%	29
2020 Q3	$944K	Sell	6,407 -8	-0.1%	-$1.14K	0.79%	28
2020 Q2	$840K	Buy	+6,415	New	+$776K	0.75%	28

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Atlas Private Wealth Advisors's MTUM Position: Q1 2022 in Review

Atlas Private Wealth Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2022, closing a stake of 6,418 shares — an estimated $1.17M sold.

Atlas Private Wealth Advisors first reported a position in MTUM in Q2 2020 and held it in 7 quarters. The position peaked at $1.19M in Q3 2021. 677 funds tracked by Wall St. Rank hold MTUM as of Q1 2022.

Atlas Private Wealth Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q1 2022 after selling out during the quarter.
Atlas Private Wealth Advisors sold 6,418 iShares MSCI USA Momentum Factor ETF shares in Q1 2022, an estimated $1.17M.
Atlas Private Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2020 and held it in 7 quarters.
Atlas Private Wealth Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $1.19M in Q3 2021.
677 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2022.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2022, filed 11 Apr 2022.