Atomi Financial Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Atomi Financial Group’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	$950K	Sell	2,770 -39	-1%	-$11.6K	0.02%	497
2026 Q1	$674K	Sell	2,809 -515	-15%	-$129K	0.02%	585
2025 Q4	$832K	Sell	3,324 -1,732	-34%	-$435K	0.02%	470
2025 Q3	$1.3M	Buy	5,056 +373	+8%	+$91.3K	0.04%	302
2025 Q2	$1.13M	Buy	+4,683	New	+$1.02M	0.04%	307

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

Atomi Financial Group's MTUM Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 1.4% in Q2 2026, selling an estimated $11.6K and leaving 2,770 shares worth $950K. The position accounts for 0.02% of the portfolio, ranked #497.

Atomi Financial Group first reported a position in MTUM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.3M in Q3 2025. 1,210 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Atomi Financial Group held 2,770 shares of iShares MSCI USA Momentum Factor ETF worth $950K as of Q2 2026.
Atomi Financial Group sold 39 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $11.6K.
iShares MSCI USA Momentum Factor ETF made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #497 holding.
Atomi Financial Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 5 quarters since.
Atomi Financial Group's iShares MSCI USA Momentum Factor ETF position peaked at $1.3M in Q3 2025.
1,210 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.