Opulen Financial Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Opulen Financial Group’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	$326K	Buy	950 +1	+0.1%	+$298	0.2%	86
2026 Q1	$228K	Sell	949 -254	-21%	-$63.8K	0.16%	102
2025 Q4	$301K	Buy	1,203 +4	+0.3%	+$1K	0.22%	86
2025 Q3	$308K	Buy	1,199 +3	+0.3%	+$735	0.23%	79
2025 Q2	$288K	Buy	1,196 +1	+0.1%	+$218	0.24%	79
2025 Q1	$242K	Buy	1,195 +1	+0.1%	+$214	0.22%	80
2024 Q4	$247K	Buy	+1,194	New	+$250K	0.22%	78

Other funds holding MTUM

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

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

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

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

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

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

BTI

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOMRS

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

Opulen Financial Group's MTUM Position: Q2 2026 in Review

Opulen Financial Group increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.11% in Q2 2026, buying an estimated $298 and bringing the position to 950 shares worth $326K. The position accounts for 0.2% of the portfolio, ranked #86.

Opulen Financial Group first reported a position in MTUM in Q4 2024 and has held it in 7 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Opulen Financial Group held 950 shares of iShares MSCI USA Momentum Factor ETF worth $326K as of Q2 2026.
Opulen Financial Group bought 1 iShares MSCI USA Momentum Factor ETF share in Q2 2026, an estimated $298.
iShares MSCI USA Momentum Factor ETF made up 0.2% of Opulen Financial Group's portfolio in Q2 2026, its #86 holding.
Opulen Financial Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.