CPR Investments’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

CPR Investments’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	$298K	Buy	+870	New	+$260K	0.23%	39

Other funds holding MTUM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CPR Investments's MTUM Position: Q2 2026 in Review

CPR Investments opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 870 shares worth $298K. The stake represents 0.23% of the portfolio and ranks #39 among its holdings.

206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

CPR Investments held 870 shares of iShares MSCI USA Momentum Factor ETF worth $298K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new CPR Investments position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.23% of CPR Investments's portfolio in Q2 2026, its #39 holding.
206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on CPR Investments's 13F filing for Q2 2026, filed 15 Jul 2026.