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Paladin Advisory Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Paladin Advisory 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 		$41.8K Hold
122
– – 0.03% 158
2026
Q1 		$29.3K Hold
122
– – 0.02% 175
2025
Q4 		$30.5K Hold
122
– – 0.02% 174
2025
Q3 		$31.3K Hold
122
– – 0.02% 166
2025
Q2 		$29.3K Hold
122
– – 0.02% 163
2025
Q1 		$24.7K Hold
122
– – 0.02% 175
2024
Q4 		$25.2K Hold
122
– – 0.02% 177
2024
Q3 		$24.7K Buy
+122
New +$23.6K 0.02% 180

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Paladin Advisory Group's MTUM Position: Q2 2026 in Review

Paladin Advisory Group held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 122 shares worth $41.8K. The position accounts for 0.03% of the portfolio, ranked #158.

Paladin Advisory Group first reported a position in MTUM in Q3 2024 and has held it in 8 quarters since. 563 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Paladin Advisory Group held 122 shares of iShares MSCI USA Momentum Factor ETF worth $41.8K as of Q2 2026.
  • Paladin Advisory Group left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.03% of Paladin Advisory Group's portfolio in Q2 2026, its #158 holding.
  • Paladin Advisory Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2024 and has held it in 8 quarters since.
  • 563 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.