KM
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Kalos Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Kalos Management’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
2020
Q4 		– Sell
-1,437
Closed -$212K – 257
2020
Q3 		$212K Buy
+1,437
New +$205K 0.09% 207

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Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kalos Management's MTUM Position: Q4 2020 in Review

Kalos Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2020, closing a stake of 1,437 shares — an estimated $212K sold.

Kalos Management first reported a position in MTUM in Q3 2020 and held it in 1 quarter. The position peaked at $212K in Q3 2020. 642 funds tracked by Wall St. Rank hold MTUM as of Q4 2020.

  • Kalos Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Kalos Management sold 1,437 iShares MSCI USA Momentum Factor ETF shares in Q4 2020, an estimated $212K.
  • Kalos Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2020 and held it in 1 quarter.
  • Kalos Management's iShares MSCI USA Momentum Factor ETF position peaked at $212K in Q3 2020.
  • 642 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2020.

Based on Kalos Management's 13F filing for Q4 2020, filed 11 Feb 2021.