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Savior LLC’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Savior 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
2021
Q3 		– Sell
-132
Closed -$23K – 554
2021
Q2 		$23K Hold
132
– – 0.02% 270
2021
Q1 		$21K Buy
132
+109
+474% +$18K 0.02% 280
2020
Q4 		$4K Hold
23
– – ﹤0.01% 617
2020
Q3 		$3K Hold
23
– – ﹤0.01% 638
2020
Q2 		$3K Hold
23
– – ﹤0.01% 590
2020
Q1 		$2K Sell
23
-1,105
-98% -$137K ﹤0.01% 640
2019
Q4 		$142K Buy
+1,128
New +$137K 0.19% 75

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Savior LLC's MTUM Position: Q3 2021 in Review

Savior LLC sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2021, closing a stake of 132 shares — an estimated $23K sold.

Savior LLC first reported a position in MTUM in Q4 2019 and held it in 7 quarters. The position peaked at $142K in Q4 2019. 656 funds tracked by Wall St. Rank hold MTUM as of Q3 2021.

  • Savior LLC reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2021 after selling out during the quarter.
  • Savior LLC sold 132 iShares MSCI USA Momentum Factor ETF shares in Q3 2021, an estimated $23K.
  • Savior LLC first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2019 and held it in 7 quarters.
  • Savior LLC's iShares MSCI USA Momentum Factor ETF position peaked at $142K in Q4 2019.
  • 656 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2021.

Based on Savior LLC's 13F filing for Q3 2021, filed 5 Oct 2021.