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Triumph Capital Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Triumph Capital Management’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 		$15.4K Sell
45
-33
-42% -$9.85K ﹤0.01% 1022
2026
Q1 		$18.7K Sell
78
-14
-15% -$3.52K ﹤0.01% 915
2025
Q4 		$23K Buy
+92
New +$23.1K 0.01% 823

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
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
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Triumph Capital Management's MTUM Position: Q2 2026 in Review

Triumph Capital Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 42% in Q2 2026, selling an estimated $9.85K and leaving 45 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Triumph Capital Management first reported a position in MTUM in Q4 2025 and has held it in 3 quarters since. The position peaked at $23K in Q4 2025. 325 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Triumph Capital Management held 45 shares of iShares MSCI USA Momentum Factor ETF worth $15.4K as of Q2 2026.
  • Triumph Capital Management sold 33 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $9.85K.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1022 holding.
  • Triumph Capital Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's iShares MSCI USA Momentum Factor ETF position peaked at $23K in Q4 2025.
  • 325 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.