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

Elevation 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 		– Sell
-2,029
Closed -$528K – 73
2026
Q1 		$528K Buy
+2,029
New +$510K 0.49% 33

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

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

Elevation Advisory Partners sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026, closing a stake of 2,029 shares — an estimated $528K sold.

Elevation Advisory Partners first reported a position in MTUM in Q1 2026 and held it in 1 quarter. The position peaked at $528K in Q1 2026. 1,202 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Elevation Advisory Partners reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Elevation Advisory Partners sold 2,029 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $528K.
  • Elevation Advisory Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2026 and held it in 1 quarter.
  • Elevation Advisory Partners's iShares MSCI USA Momentum Factor ETF position peaked at $528K in Q1 2026.
  • 1,202 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Elevation Advisory Partners's 13F filing for Q2 2026, filed 13 Aug 2026.