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 Q3	–	Sell	-230	Closed	-$78.9K	–	826
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

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

Hilltop National Bank's MTUM Position: Q3 2026 in Review

Hilltop National Bank sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2026, closing a stake of 230 shares — an estimated $78.9K sold.

Hilltop National Bank first reported a position in MTUM in Q1 2024 and held it in 9 quarters. The position peaked at $104K in Q3 2024. 173 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

Hilltop National Bank reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2026 after selling out during the quarter.
Hilltop National Bank sold 230 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $78.9K.
Hilltop National Bank first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2024 and held it in 9 quarters.
Hilltop National Bank's iShares MSCI USA Momentum Factor ETF position peaked at $104K in Q3 2024.
173 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Hilltop National Bank's 13F filing for Q3 2026, filed 14 Oct 2026.