Traction Financial Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Traction Financial Partners’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	$408K	Sell	1,190 -16	-1%	-$4.78K	0.22%	40
2026 Q1	$289K	Hold	1,206	–	–	0.18%	47
2025 Q4	$302K	Buy	1,206 +40	+3%	+$10K	0.18%	48
2025 Q3	$299K	Hold	1,166	–	–	0.18%	49
2025 Q2	$280K	Hold	1,166	–	–	0.19%	54
2025 Q1	$236K	Sell	1,166 -333	-22%	-$71.2K	0.18%	49
2024 Q4	$310K	Hold	1,499	–	–	0.24%	46
2024 Q3	$304K	Hold	1,499	–	–	0.24%	47
2024 Q2	$292K	Sell	1,499 -40	-3%	-$7.46K	0.21%	47
2024 Q1	$284K	Sell	1,539 -519	-25%	-$90.6K	0.22%	47
2023 Q4	$323K	Buy	+2,058	New	+$302K	0.22%	47

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTI

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOMRS

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

Traction Financial Partners's MTUM Position: Q2 2026 in Review

Traction Financial Partners reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 1.3% in Q2 2026, selling an estimated $4.78K and leaving 1,190 shares worth $408K. The position accounts for 0.22% of the portfolio, ranked #40.

Traction Financial Partners first reported a position in MTUM in Q4 2023 and has held it in 11 quarters since. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Traction Financial Partners held 1,190 shares of iShares MSCI USA Momentum Factor ETF worth $408K as of Q2 2026.
Traction Financial Partners sold 16 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $4.78K.
iShares MSCI USA Momentum Factor ETF made up 0.22% of Traction Financial Partners's portfolio in Q2 2026, its #40 holding.
Traction Financial Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2023 and has held it in 11 quarters since.
1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Traction Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.