Centennial Advisors
MTUM icon

Centennial Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Centennial 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
2026
Q3 		– Sell
-6,980
Closed -$598K – 85
2026
Q2 		$598K Buy
+6,980
New +$521K 0.71% 38

Other funds holding MTUM

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Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Centennial Advisors's MTUM Position: Q3 2026 in Review

Centennial Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2026, closing a stake of 6,980 shares — an estimated $598K sold.

Centennial Advisors first reported a position in MTUM in Q2 2026 and held it in 1 quarter. The position peaked at $598K in Q2 2026. 746 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Centennial Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2026 after selling out during the quarter.
  • Centennial Advisors sold 6,980 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $598K.
  • Centennial Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2026 and held it in 1 quarter.
  • Centennial Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $598K in Q2 2026.
  • 746 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Centennial Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.