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

Park Square 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
2025
Q3 		– Sell
-184
Closed -$44.2K – 702
2025
Q2 		$44.2K Buy
184
+84
+84% +$18.3K 0.03% 316
2025
Q1 		$20.2K Hold
100
– – 0.02% 435
2024
Q4 		$20.7K Buy
+100
New +$21K 0.01% 419

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Park Square Financial Group's MTUM Position: Q3 2025 in Review

Park Square Financial Group sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2025, closing a stake of 184 shares — an estimated $44.2K sold.

Park Square Financial Group first reported a position in MTUM in Q4 2024 and held it in 3 quarters. The position peaked at $44.2K in Q2 2025. 981 funds tracked by Wall St. Rank hold MTUM as of Q3 2025.

  • Park Square Financial Group reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 184 iShares MSCI USA Momentum Factor ETF shares in Q3 2025, an estimated $44.2K.
  • Park Square Financial Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's iShares MSCI USA Momentum Factor ETF position peaked at $44.2K in Q2 2025.
  • 981 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.