Cetera Investment Advisers
MTUM icon

Cetera Investment Advisers’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Cetera Investment Advisers’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
Q1 		$147M Buy
611,551
+4,261
+0.7% +$1.07M 0.16% 113
2025
Q4 		$152M Buy
607,290
+119,528
+25% +$30M 0.17% 105
2025
Q3 		$125M Buy
487,762
+47,682
+11% +$11.7M 0.15% 120
2025
Q2 		$106M Buy
440,080
+14,094
+3% +$3.07M 0.18% 107
2025
Q1 		$86.1M Buy
425,986
+50,438
+13% +$10.8M 0.17% 117
2024
Q4 		$77.7M Buy
375,548
+222,177
+145% +$46.5M 0.16% 124
2024
Q3 		$31.1M Sell
153,371
-20,867
-12% -$4.04M 0.07% 297
2024
Q2 		$34M Sell
174,238
-1,462
-0.8% -$273K 0.08% 249
2024
Q1 		$32.9M Buy
175,700
+168,245
+2,257% +$29.4M 0.08% 260
2023
Q4 		$1.17M Sell
7,455
-854
-10% -$125K 0.01% 1020
2023
Q3 		$1.16M Sell
8,309
-1,283
-13% -$185K 0.01% 976
2023
Q2 		$1.38M Sell
9,592
-22,935
-71% -$3.22M 0.01% 935
2023
Q1 		$4.52M Sell
32,527
-88,915
-73% -$12.5M 0.04% 424
2022
Q4 		$17.7M Buy
121,442
+111,827
+1,163% +$16.2M 0.16% 117
2022
Q3 		$1.26M Buy
9,615
+152
+2% +$21.3K 0.03% 625
2022
Q2 		$1.29M Sell
9,463
-3,433
-27% -$504K 0.02% 687
2022
Q1 		$2.17M Sell
12,896
-1,335
-9% -$220K 0.03% 533
2021
Q4 		$2.59M Sell
14,231
-32,925
-70% -$6.07M 0.04% 468
2021
Q3 		$8.28M Buy
47,156
+14,407
+44% +$2.56M 0.13% 171
2021
Q2 		$5.68M Buy
32,749
+11,274
+52% +$1.91M 0.09% 247
2021
Q1 		$3.46M Buy
21,475
+931
+5% +$154K 0.07% 296
2020
Q4 		$3.31M Sell
20,544
-37,139
-64% -$5.69M 0.07% 303
2020
Q3 		$8.5M Sell
57,683
-1,076
-2% -$154K 0.7% 23
2020
Q2 		$7.7M Sell
58,759
-6,869
-10% -$831K 0.71% 26
2020
Q1 		$6.99M Buy
65,628
+19,578
+43% +$2.42M 0.86% 19
2019
Q4 		$5.79M Sell
46,050
-2,042
-4% -$248K 0.58% 40
2019
Q3 		$5.75M Buy
48,092
+16,966
+55% +$2.04M 0.7% 30
2019
Q2 		$3.7M Sell
31,126
-2,545
-8% -$291K 0.48% 48
2019
Q1 		$3.78M Buy
33,671
+6,723
+25% +$723K 0.53% 46
2018
Q4 		$2.7M Sell
26,948
-20,880
-44% -$2.24M 0.44% 60
2018
Q3 		$5.7M Buy
47,828
+32,201
+206% +$3.7M 0.82% 21
2018
Q2 		$1.72M Buy
15,627
+8,151
+109% +$892K 0.3% 88
2018
Q1 		$788K Buy
7,476
+4,144
+124% +$452K 0.15% 174
2017
Q4 		$340K Buy
3,332
+882
+36% +$88.8K 0.06% 301
2017
Q3 		$237K Buy
+2,450
New +$227K 0.05% 339

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Cetera Investment Advisers's MTUM Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.7% in Q1 2026, buying an estimated $1.07M and bringing the position to 611,551 shares worth $147M. The position accounts for 0.16% of the portfolio, ranked #113.

Cetera Investment Advisers first reported a position in MTUM in Q3 2017 and has held it in 35 quarters since. The position peaked at $152M in Q4 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Cetera Investment Advisers held 611,551 shares of iShares MSCI USA Momentum Factor ETF worth $147M as of Q1 2026.
  • Cetera Investment Advisers bought 4,261 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $1.07M.
  • iShares MSCI USA Momentum Factor ETF made up 0.16% of Cetera Investment Advisers's portfolio in Q1 2026, its #113 holding.
  • Cetera Investment Advisers first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2017 and has held it in 35 quarters since.
  • Cetera Investment Advisers's iShares MSCI USA Momentum Factor ETF position peaked at $152M in Q4 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.