GAMMA Investing’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

GAMMA Investing’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	$112K	Buy	328 +18	+6%	+$5.37K	﹤0.01%	1725
2026 Q1	$74.4K	Buy	310 +94	+44%	+$23.6K	﹤0.01%	1878
2025 Q4	$54.1K	Hold	216	–	–	﹤0.01%	2030
2025 Q3	$55.4K	Hold	216	–	–	﹤0.01%	1914
2025 Q2	$51.9K	Buy	216 +67	+45%	+$14.6K	﹤0.01%	1921
2025 Q1	$30.1K	Sell	149 -22	-13%	-$4.7K	﹤0.01%	2155
2024 Q4	$35.4K	Hold	171	–	–	﹤0.01%	1930
2024 Q3	$34.7K	Buy	171 +14	+9%	+$2.71K	﹤0.01%	1747
2024 Q2	$30.6K	Hold	157	–	–	﹤0.01%	1566
2024 Q1	$29.4K	Buy	+157	New	+$27.4K	0.01%	1385

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

GAMMA Investing's MTUM Position: Q2 2026 in Review

GAMMA Investing increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 5.8% in Q2 2026, buying an estimated $5.37K and bringing the position to 328 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1725.

GAMMA Investing first reported a position in MTUM in Q1 2024 and has held it in 10 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

GAMMA Investing held 328 shares of iShares MSCI USA Momentum Factor ETF worth $112K as of Q2 2026.
GAMMA Investing bought 18 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $5.37K.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #1725 holding.
GAMMA Investing first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2024 and has held it in 10 quarters since.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.