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Prospera Financial Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Prospera Financial 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
Q2 		$2.91M Buy
8,483
+4,931
+139% +$1.47M 0.04% 412
2026
Q1 		$854K Sell
3,552
-137
-4% -$34.4K 0.01% 779
2025
Q4 		$925K Buy
3,689
+285
+8% +$71.6K 0.02% 697
2025
Q3 		$874K Sell
3,404
-11,180
-77% -$2.74M 0.01% 727
2025
Q2 		$3.51M Buy
14,584
+2,936
+25% +$641K 0.07% 309
2025
Q1 		$2.35M Buy
11,648
+10,467
+886% +$2.24M 0.05% 356
2024
Q4 		$245K Sell
1,181
-274
-19% -$57.4K 0.01% 1003
2024
Q3 		$296K Sell
1,455
-12,849
-90% -$2.49M 0.01% 926
2024
Q2 		$2.79M Sell
14,304
-1,531
-10% -$286K 0.08% 271
2024
Q1 		$2.97M Buy
+15,835
New +$2.76M 0.09% 258
2023
Q3 		– Sell
-1,938
Closed -$280K – 1043
2023
Q2 		$280K Sell
1,938
-724
-27% -$102K 0.01% 829
2023
Q1 		$370K Sell
2,662
-2,648
-50% -$374K 0.02% 706
2022
Q4 		$775K Buy
5,310
+372
+8% +$54K 0.04% 422
2022
Q3 		$648K Sell
4,938
-1,685
-25% -$236K 0.03% 463
2022
Q2 		$903K Sell
6,623
-570
-8% -$83.7K 0.05% 390
2022
Q1 		$1.21M Sell
7,193
-74
-1% -$12.2K 0.05% 385
2021
Q4 		$1.32M Sell
7,267
-2,309
-24% -$425K 0.06% 344
2021
Q3 		$1.68M Sell
9,576
-3,189
-25% -$567K 0.08% 273
2021
Q2 		$2.21M Sell
12,765
-59
-0.5% -$9.99K 0.11% 225
2021
Q1 		$2.06M Buy
12,824
+8,084
+171% +$1.34M 0.12% 215
2020
Q4 		$766K Buy
4,740
+1,412
+42% +$216K 0.05% 338
2020
Q3 		$491K Buy
3,328
+1,178
+55% +$168K 0.19% 101
2020
Q2 		$282K Sell
2,150
-648
-23% -$78.4K 0.03% 459
2020
Q1 		$298K Sell
2,798
-11,595
-81% -$1.43M 0.03% 395
2019
Q4 		$1.81M Buy
14,393
+1,280
+10% +$155K 0.14% 187
2019
Q3 		$1.56M Buy
13,113
+3,213
+32% +$387K 0.16% 137
2019
Q2 		$1.18M Buy
+9,900
New +$1.13M 0.13% 146
2019
Q1 		– Sell
-5,754
Closed -$577K – 400
2018
Q4 		$577K Sell
5,754
-1,904
-25% -$204K 0.12% 176
2018
Q3 		$892K Buy
7,658
+2,396
+46% +$276K 0.17% 138
2018
Q2 		$577K Buy
5,262
+1,098
+26% +$120K 0.08% 210
2018
Q1 		$435K Sell
4,164
-477
-10% -$52K 0.06% 263
2017
Q4 		$483K Buy
4,641
+96
+2% +$9.67K 0.07% 223
2017
Q3 		$436K Buy
+4,545
New +$420K 0.07% 261

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Prospera Financial Services's MTUM Position: Q2 2026 in Review

Prospera Financial Services increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 139% in Q2 2026, buying an estimated $1.47M and bringing the position to 8,483 shares worth $2.91M. The position accounts for 0.04% of the portfolio, ranked #412.

Prospera Financial Services first reported a position in MTUM in Q3 2017 and has held it in 33 quarters since. The position peaked at $3.51M in Q2 2025. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Prospera Financial Services held 8,483 shares of iShares MSCI USA Momentum Factor ETF worth $2.91M as of Q2 2026.
  • Prospera Financial Services bought 4,931 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $1.47M.
  • iShares MSCI USA Momentum Factor ETF made up 0.04% of Prospera Financial Services's portfolio in Q2 2026, its #412 holding.
  • Prospera Financial Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2017 and has held it in 33 quarters since.
  • Prospera Financial Services's iShares MSCI USA Momentum Factor ETF position peaked at $3.51M in Q2 2025.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.