Fifth Third Securities’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Fifth Third Securities’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 Q3	$1.87M	Buy	+5,882	New	+$1.82M	0.09%	194
2022 Q1	–	Sell	-1,546	Closed	-$281K	–	122
2021 Q4	$281K	Hold	1,546	–	–	0.03%	188
2021 Q3	$271K	Hold	1,546	–	–	0.04%	161
2021 Q2	$269K	Sell	1,546 -132	-8%	-$22.4K	0.1%	70
2021 Q1	$270K	Buy	+1,678	New	+$277K	0.11%	73
2018 Q3	–	Sell	-2,126	Closed	-$233K	–	136
2018 Q2	$233K	Buy	2,126 +45	+2%	+$4.93K	0.36%	43
2018 Q1	$220K	Buy	+2,081	New	+$227K	0.4%	34

Other funds holding MTUM

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Fifth Third Securities's MTUM Position: Q3 2026 in Review

Fifth Third Securities opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2026: 5,882 shares worth $1.87M. The stake represents 0.09% of the portfolio and ranks #194 among its holdings. This is a return to the name: Fifth Third Securities previously reported a position in MTUM as recently as Q4 2021.

Fifth Third Securities first reported a position in MTUM in Q1 2018 and has held it in 7 quarters since. 334 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

Fifth Third Securities held 5,882 shares of iShares MSCI USA Momentum Factor ETF worth $1.87M as of Q3 2026.
iShares MSCI USA Momentum Factor ETF was a new Fifth Third Securities position in Q3 2026.
iShares MSCI USA Momentum Factor ETF made up 0.09% of Fifth Third Securities's portfolio in Q3 2026, its #194 holding.
Fifth Third Securities first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2018 and has held it in 7 quarters since.
334 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Fifth Third Securities's 13F filing for Q3 2026, filed 21 Oct 2026.