Pinnacle Wealth Planning Services
MTUM icon

Pinnacle Wealth Planning Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$138K Sell
1,744
-1,180
-40% -$91.1K 0.01% 673
2026
Q2 		$251K Buy
2,924
+2,232
+323% +$167K 0.02% 438
2026
Q1 		$41.5K Hold
692
– – ﹤0.01% 1303
2025
Q4 		$43.3K Buy
+692
New +$43.4K ﹤0.01% 1297

Other funds holding MTUM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's MTUM Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 40% in Q3 2026, selling an estimated $91.1K and leaving 1,744 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #673.

Pinnacle Wealth Planning Services first reported a position in MTUM in Q4 2025 and has held it in 4 quarters since. The position peaked at $251K in Q2 2026. 1,030 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,744 shares of iShares MSCI USA Momentum Factor ETF worth $138K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 1,180 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $91.1K.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #673 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's iShares MSCI USA Momentum Factor ETF position peaked at $251K in Q2 2026.
  • 1,030 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.