Fortitude Advisory Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Fortitude Advisory Group’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	$476K	Buy	1,390 +389	+39%	+$116K	0.18%	114
2026 Q1	$240K	Buy	+1,001	New	+$252K	0.11%	180
2022 Q2	–	Sell	-59	Closed	-$10K	–	875
2022 Q1	$10K	Hold	59	–	–	0.01%	1021
2021 Q4	$11K	Buy	+59	New	+$10.9K	0.01%	1005

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Fortitude Advisory Group's MTUM Position: Q2 2026 in Review

Fortitude Advisory Group increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 39% in Q2 2026, buying an estimated $116K and bringing the position to 1,390 shares worth $476K. The position accounts for 0.18% of the portfolio, ranked #114.

Fortitude Advisory Group first reported a position in MTUM in Q4 2021 and has held it in 4 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Fortitude Advisory Group held 1,390 shares of iShares MSCI USA Momentum Factor ETF worth $476K as of Q2 2026.
Fortitude Advisory Group bought 389 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $116K.
iShares MSCI USA Momentum Factor ETF made up 0.18% of Fortitude Advisory Group's portfolio in Q2 2026, its #114 holding.
Fortitude Advisory Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2021 and has held it in 4 quarters since.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.