Hilltop National Bank’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Hilltop National Bank’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	$78.9K	Hold	230	–	–	0.02%	412
2026 Q1	$55.2K	Hold	230	–	–	0.01%	457
2025 Q4	$57.6K	Hold	230	–	–	0.01%	433
2025 Q3	$59K	Hold	230	–	–	0.01%	431
2025 Q2	$55.3K	Buy	+230	New	+$50.2K	0.01%	441
2024 Q4	$91.5K	Sell	442 -70	-14%	-$14.7K	0.03%	323
2024 Q3	$104K	Hold	512	–	–	0.03%	317
2024 Q2	$99.8K	Hold	512	–	–	0.03%	304
2024 Q1	$95.9K	Buy	+512	New	+$89.4K	0.03%	314

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

Hilltop National Bank's MTUM Position: Q2 2026 in Review

Hilltop National Bank held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 230 shares worth $78.9K. The position accounts for 0.02% of the portfolio, ranked #412.

Hilltop National Bank first reported a position in MTUM in Q1 2024 and has held it in 9 quarters since. The position peaked at $104K in Q3 2024. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Hilltop National Bank held 230 shares of iShares MSCI USA Momentum Factor ETF worth $78.9K as of Q2 2026.
Hilltop National Bank left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.02% of Hilltop National Bank's portfolio in Q2 2026, its #412 holding.
Hilltop National Bank first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2024 and has held it in 9 quarters since.
Hilltop National Bank's iShares MSCI USA Momentum Factor ETF position peaked at $104K in Q3 2024.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Hilltop National Bank's 13F filing for Q2 2026, filed 2 Jul 2026.