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Capital Advisors Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Capital Advisors 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
Q3 		$251K Hold
792
– – 0.03% 209
2026
Q2 		$272K Buy
+792
New +$236K 0.03% 200

Other funds holding MTUM

AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Capital Advisors Wealth Management's MTUM Position: Q3 2026 in Review

Capital Advisors Wealth Management held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q3 2026 at 792 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #209.

Capital Advisors Wealth Management first reported a position in MTUM in Q2 2026 and has held it in 2 quarters since. The position peaked at $272K in Q2 2026. 61 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Capital Advisors Wealth Management held 792 shares of iShares MSCI USA Momentum Factor ETF worth $251K as of Q3 2026.
  • Capital Advisors Wealth Management left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.03% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #209 holding.
  • Capital Advisors Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • Capital Advisors Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $272K in Q2 2026.
  • 61 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.