Leo Wealth LLC’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Leo Wealth LLC’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 Q1	$282K	Buy	+1,176	New	+$295K	0.02%	372

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Leo Wealth LLC's MTUM Position: Q1 2026 in Review

Leo Wealth LLC opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2026: 1,176 shares worth $282K. The stake represents 0.02% of the portfolio and ranks #372 among its holdings.

1,057 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

Leo Wealth LLC held 1,176 shares of iShares MSCI USA Momentum Factor ETF worth $282K as of Q1 2026.
iShares MSCI USA Momentum Factor ETF was a new Leo Wealth LLC position in Q1 2026.
iShares MSCI USA Momentum Factor ETF made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #372 holding.
1,057 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.