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Columbia Advisory Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Columbia Advisory Partners’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 		$5.45M Sell
15,883
-152
-0.9% -$45.4K 3% 7
2026
Q1 		$3.85M Buy
16,035
+234
+1% +$58.8K 2.46% 8
2025
Q4 		$3.96M Sell
15,801
-126
-0.8% -$31.6K 2.69% 8
2025
Q3 		$4.08M Buy
15,927
+45
+0.3% +$11K 2.82% 7
2025
Q2 		$3.82M Buy
15,882
+2,251
+17% +$491K 2.89% 7
2025
Q1 		$2.76M Buy
+13,631
New +$2.91M 2.39% 9

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Columbia Advisory Partners's MTUM Position: Q2 2026 in Review

Columbia Advisory Partners reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.95% in Q2 2026, selling an estimated $45.4K and leaving 15,883 shares worth $5.45M. The position accounts for 3% of the portfolio, ranked #7.

Columbia Advisory Partners first reported a position in MTUM in Q1 2025 and has held it in 6 quarters since. 489 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Columbia Advisory Partners held 15,883 shares of iShares MSCI USA Momentum Factor ETF worth $5.45M as of Q2 2026.
  • Columbia Advisory Partners sold 152 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $45.4K.
  • iShares MSCI USA Momentum Factor ETF made up 3% of Columbia Advisory Partners's portfolio in Q2 2026, its #7 holding.
  • Columbia Advisory Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • 489 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.