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

Opal 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 		$254K Buy
741
+341
+85% +$102K 0.05% 181
2026
Q1 		$96K Buy
+400
New +$101K 0.02% 288

Other funds holding MTUM

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Opal Wealth Advisors's MTUM Position: Q2 2026 in Review

Opal Wealth Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 85% in Q2 2026, buying an estimated $102K and bringing the position to 741 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #181.

Opal Wealth Advisors first reported a position in MTUM in Q1 2026 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Opal Wealth Advisors held 741 shares of iShares MSCI USA Momentum Factor ETF worth $254K as of Q2 2026.
  • Opal Wealth Advisors bought 341 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $102K.
  • iShares MSCI USA Momentum Factor ETF made up 0.05% of Opal Wealth Advisors's portfolio in Q2 2026, its #181 holding.
  • Opal Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.