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Principal Securities’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Principal Securities’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
Q1 		$6.38M Buy
26,597
+14,137
+113% +$3.55M 0.09% 205
2025
Q4 		$3.12M Sell
12,460
-5,791
-32% -$1.45M 0.05% 335
2025
Q3 		$4.68M Sell
18,251
-58,246
-76% -$14.3M 0.08% 244
2025
Q2 		$18.4M Buy
76,497
+63,649
+495% +$13.9M 0.35% 53
2025
Q1 		$2.66M Sell
12,848
-2
-0% -$427 0.06% 293
2024
Q4 		$2.66M Buy
12,850
+9,209
+253% +$1.93M 0.06% 293
2024
Q3 		$738K Sell
3,641
-427
-10% -$82.7K 0.02% 630
2024
Q2 		$793K Sell
4,068
-28,167
-87% -$5.26M 0.02% 546
2024
Q1 		$6.04M Buy
32,235
+27,962
+654% +$4.88M 0.19% 107
2023
Q4 		$670K Buy
+4,273
New +$627K 0.03% 509

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Principal Securities's MTUM Position: Q1 2026 in Review

Principal Securities increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 113% in Q1 2026, buying an estimated $3.55M and bringing the position to 26,597 shares worth $6.38M. The position accounts for 0.09% of the portfolio, ranked #205.

Principal Securities first reported a position in MTUM in Q4 2023 and has held it in 10 quarters since. The position peaked at $18.4M in Q2 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Principal Securities held 26,597 shares of iShares MSCI USA Momentum Factor ETF worth $6.38M as of Q1 2026.
  • Principal Securities bought 14,137 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $3.55M.
  • iShares MSCI USA Momentum Factor ETF made up 0.09% of Principal Securities's portfolio in Q1 2026, its #205 holding.
  • Principal Securities first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's iShares MSCI USA Momentum Factor ETF position peaked at $18.4M in Q2 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.