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Summit Wealth Group (Colorado)’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Summit Wealth Group (Colorado)’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 		$2.46M Sell
7,171
-28
-0.4% -$8.36K 0.2% 63
2026
Q1 		$1.73M Sell
7,199
-151
-2% -$37.9K 0.18% 73
2025
Q4 		$1.84M Buy
+7,350
New +$1.85M 0.24% 62
2025
Q3 		– Sell
-7,309
Closed -$1.76M – 391
2025
Q2 		$1.76M Buy
+7,309
New +$1.59M 0.44% 55

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Summit Wealth Group (Colorado)'s MTUM Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.39% in Q2 2026, selling an estimated $8.36K and leaving 7,171 shares worth $2.46M. The position accounts for 0.2% of the portfolio, ranked #63.

Summit Wealth Group (Colorado) first reported a position in MTUM in Q2 2025 and has held it in 4 quarters since. 495 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Summit Wealth Group (Colorado) held 7,171 shares of iShares MSCI USA Momentum Factor ETF worth $2.46M as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 28 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $8.36K.
  • iShares MSCI USA Momentum Factor ETF made up 0.2% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #63 holding.
  • Summit Wealth Group (Colorado) first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • 495 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.