Group One Trading’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Group One Trading’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	$26.5M	Buy	+77,200	New	+$23M	0.04%	422
2026 Q1	–	Sell	-1,600	Closed	-$400K	–	8338
2025 Q4	$400K	Buy	+1,600	New	+$402K	﹤0.01%	3739
2025 Q2	–	Sell	-1,200	Closed	-$243K	–	8388
2025 Q1	$243K	Buy	1,200 +1,100	+1,100%	+$235K	﹤0.01%	3814
2024 Q4	$20.7K	Buy	+100	New	+$21K	﹤0.01%	5660

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

Group One Trading's MTUM Position: Q2 2026 in Review

Group One Trading increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 6,450% in Q2 2026, buying an estimated $6.45M and bringing the position to 21,943 shares worth $7.52M. The position accounts for 0.01% of the portfolio, ranked #1129.

Group One Trading first reported a position in MTUM in Q4 2024 and has held it in 5 quarters since. 1,210 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Group One Trading held 21,943 shares of iShares MSCI USA Momentum Factor ETF worth $7.52M as of Q2 2026.
Group One Trading bought 21,608 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $6.45M.
iShares MSCI USA Momentum Factor ETF made up 0.01% of Group One Trading's portfolio in Q2 2026, its #1129 holding.
Group One Trading first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 5 quarters since.
1,210 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Group One Trading's 13F filing for Q2 2026, filed 14 Aug 2026.