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Optimum Investment Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Optimum Investment 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
2022
Q2 		– Sell
-110
Closed -$19K – 874
2022
Q1 		$19K Buy
+110
New +$18.1K 0.01% 574

Other funds holding MTUM

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
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Optimum Investment Advisors's MTUM Position: Q2 2022 in Review

Optimum Investment Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2022, closing a stake of 110 shares — an estimated $19K sold.

Optimum Investment Advisors first reported a position in MTUM in Q1 2022 and held it in 1 quarter. The position peaked at $19K in Q1 2022. 638 funds tracked by Wall St. Rank hold MTUM as of Q2 2022.

  • Optimum Investment Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 110 iShares MSCI USA Momentum Factor ETF shares in Q2 2022, an estimated $19K.
  • Optimum Investment Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2022 and held it in 1 quarter.
  • Optimum Investment Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $19K in Q1 2022.
  • 638 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2022.

Based on Optimum Investment Advisors's 13F filing for Q2 2022, filed 12 Jul 2022.