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

Tactive 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 Q3	$7.88M	Buy	24,821 +6,007	+32%	+$1.85M	1.89%	9
2026 Q2	$6.45M	Buy	+18,814	New	+$5.61M	1.59%	14
2025 Q4	–	Sell	-29,910	Closed	-$7.67M	–	272
2025 Q3	$7.67M	Buy	29,910 +5,725	+24%	+$1.4M	2.17%	10
2025 Q2	$5.81M	Buy	+24,185	New	+$5.28M	1.88%	11
2024 Q1	$1.1M	Buy	+5,881	New	+$1.03M	0.59%	42

Other funds holding MTUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

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

1WAL

15 Wealth Advisors LLC Mundelein, Illinois $399M AUM

Tactive Advisors's MTUM Position: Q3 2026 in Review

Tactive Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 32% in Q3 2026, buying an estimated $1.85M and bringing the position to 24,821 shares worth $7.88M. The position accounts for 1.89% of the portfolio, ranked #9.

Tactive Advisors first reported a position in MTUM in Q1 2024 and has held it in 5 quarters since. 116 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

Tactive Advisors held 24,821 shares of iShares MSCI USA Momentum Factor ETF worth $7.88M as of Q3 2026.
Tactive Advisors bought 6,007 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $1.85M.
iShares MSCI USA Momentum Factor ETF made up 1.89% of Tactive Advisors's portfolio in Q3 2026, its #9 holding.
Tactive Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2024 and has held it in 5 quarters since.
116 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.