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15 Wealth Advisors LLC’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

15 Wealth Advisors LLC’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 		$8.78M Buy
+27,634
New +$8.53M 2.2% 12

Other funds holding MTUM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FAG
Financial Architects (Georgia) Woodstock, Georgia $196M AUM 6.67% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

15 Wealth Advisors LLC's MTUM Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2026: 27,634 shares worth $8.78M. The stake represents 2.2% of the portfolio and ranks #12 among its holdings.

124 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • 15 Wealth Advisors LLC held 27,634 shares of iShares MSCI USA Momentum Factor ETF worth $8.78M as of Q3 2026.
  • iShares MSCI USA Momentum Factor ETF was a new 15 Wealth Advisors LLC position in Q3 2026.
  • iShares MSCI USA Momentum Factor ETF made up 2.2% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #12 holding.
  • 124 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.