GI
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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
Q3 		$102K Sell
320
-8
-2% -$2.47K ﹤0.01% 1873
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

AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

GAMMA Investing's MTUM Position: Q3 2026 in Review

GAMMA Investing reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 2.4% in Q3 2026, selling an estimated $2.47K and leaving 320 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1873.

GAMMA Investing first reported a position in MTUM in Q1 2024 and has held it in 11 quarters since. The position peaked at $112K in Q2 2026. 61 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • GAMMA Investing held 320 shares of iShares MSCI USA Momentum Factor ETF worth $102K as of Q3 2026.
  • GAMMA Investing sold 8 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $2.47K.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #1873 holding.
  • GAMMA Investing first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2024 and has held it in 11 quarters since.
  • GAMMA Investing's iShares MSCI USA Momentum Factor ETF position peaked at $112K in Q2 2026.
  • 61 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.