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

Principle Wealth Partners’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
-1,170
Closed -$281K – 365
2025
Q2 		$281K Buy
+1,170
New +$255K 0.02% 318

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Fidelity Investments
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Morgan Stanley
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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

Principle Wealth Partners's MTUM Position: Q3 2025 in Review

Principle Wealth Partners sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2025, closing a stake of 1,170 shares — an estimated $281K sold.

Principle Wealth Partners first reported a position in MTUM in Q2 2025 and held it in 1 quarter. The position peaked at $281K in Q2 2025. 981 funds tracked by Wall St. Rank hold MTUM as of Q3 2025.

  • Principle Wealth Partners reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Principle Wealth Partners sold 1,170 iShares MSCI USA Momentum Factor ETF shares in Q3 2025, an estimated $281K.
  • Principle Wealth Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and held it in 1 quarter.
  • Principle Wealth Partners's iShares MSCI USA Momentum Factor ETF position peaked at $281K in Q2 2025.
  • 981 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2025.

Based on Principle Wealth Partners's 13F filing for Q3 2025, filed 3 Nov 2025.