Next Level Wealth Planning’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Next Level Wealth Planning’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	$129K	Buy	+1,624	New	+$125K	0.05%	94

Other funds holding MTUM

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Next Level Wealth Planning's MTUM Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2026: 1,624 shares worth $129K. The stake represents 0.05% of the portfolio and ranks #94 among its holdings.

704 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

Next Level Wealth Planning held 1,624 shares of iShares MSCI USA Momentum Factor ETF worth $129K as of Q3 2026.
iShares MSCI USA Momentum Factor ETF was a new Next Level Wealth Planning position in Q3 2026.
iShares MSCI USA Momentum Factor ETF made up 0.05% of Next Level Wealth Planning's portfolio in Q3 2026, its #94 holding.
704 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.