Delta Wealth Advisors LLC’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Delta Wealth Advisors LLC’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
2025 Q2	–	Sell
2025 Q1	$243K	Sell
2024 Q4	$325K	Hold
2024 Q3	$318K	Hold
2024 Q2	$306K	Sell
2024 Q1	$369K	Buy