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Oxinas Partners Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Oxinas Partners Wealth Management’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 		$711K Sell
2,074
-4
-0.2% -$1.19K 0.28% 68
2026
Q1 		$499K Hold
2,078
– – 0.23% 79
2025
Q4 		$520K Sell
2,078
-89
-4% -$22.3K 0.25% 69
2025
Q3 		$556K Sell
2,167
-148
-6% -$36.2K 0.3% 66
2025
Q2 		$556K Sell
2,315
-24
-1% -$5.24K 0.29% 74
2025
Q1 		$473K Buy
2,339
+49
+2% +$10.5K 0.28% 76
2024
Q4 		$474K Sell
2,290
-385
-14% -$80.7K 0.28% 75
2024
Q3 		$542K Sell
2,675
-7
-0.3% -$1.36K 0.33% 67
2024
Q2 		$523K Sell
2,682
-229
-8% -$42.7K 0.35% 67
2024
Q1 		$545K Sell
2,911
-1
-0% -$175 0.35% 62
2023
Q4 		$457K Sell
2,912
-28
-1% -$4.11K 0.32% 64
2023
Q3 		$411K Hold
2,940
– – 0.31% 63
2023
Q2 		$424K Buy
2,940
+1
+0% +$141 0.28% 73
2023
Q1 		$409K Buy
2,939
+10
+0.3% +$1.41K 0.29% 71
2022
Q4 		$427K Sell
2,929
-213
-7% -$30.9K 0.36% 58
2022
Q3 		$412K Sell
3,142
-16
-0.5% -$2.24K 0.34% 60
2022
Q2 		$431K Sell
3,158
-11
-0.3% -$1.61K 0.33% 61
2022
Q1 		$533K Buy
3,169
+46
+1% +$7.57K 0.33% 61
2021
Q4 		$568K Buy
3,123
+33
+1% +$6.08K 0.32% 76
2021
Q3 		$543K Buy
3,090
+13
+0.4% +$2.31K 0.32% 80
2021
Q2 		$534K Sell
3,077
-175
-5% -$29.6K 0.31% 82
2021
Q1 		$523K Sell
3,252
-7
-0.2% -$1.16K 0.33% 79
2020
Q4 		$526K Buy
+3,259
New +$499K 0.39% 68

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OWM
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HPA
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FG
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SCM
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AC
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AIM
Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return