Sage Capital Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Sage Capital Advisors’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	$246K	Buy	+716	New	+$214K	0.05%	130

Other funds holding MTUM

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Sage Capital Advisors's MTUM Position: Q2 2026 in Review

Sage Capital Advisors opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 716 shares worth $246K. The stake represents 0.05% of the portfolio and ranks #130 among its holdings.

551 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Sage Capital Advisors held 716 shares of iShares MSCI USA Momentum Factor ETF worth $246K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new Sage Capital Advisors position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.05% of Sage Capital Advisors's portfolio in Q2 2026, its #130 holding.
551 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.