Lineweaver Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Lineweaver Wealth Advisors’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	$5.61M	Sell	16,367 -13,802	-46%	-$4.12M	0.67%	36
2026 Q1	$7.24M	Buy	30,169 +692	+2%	+$174K	0.98%	23
2025 Q4	$7.38M	Buy	29,477 +561	+2%	+$141K	1.01%	24
2025 Q3	$7.42M	Sell	28,916 -504	-2%	-$123K	1.09%	21
2025 Q2	$7.07M	Buy	29,420 +515	+2%	+$112K	1.12%	23
2025 Q1	$5.86M	Buy	28,905 +1,968	+7%	+$421K	1%	23
2024 Q4	$5.59M	Buy	+26,937	New	+$5.64M	1.03%	25
2021 Q3	–	Sell	-17,082	Closed	-$2.96M	–	141
2021 Q2	$2.96M	Buy	+17,082	New	+$2.89M	0.97%	25

Other funds holding MTUM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return