Twin Peaks Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Twin Peaks Wealth 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 Q2	$5.56M	Sell	16,222 -1,923	-11%	-$574K	1.26%	24
2026 Q1	$4.35M	Buy	18,145 +3,197	+21%	+$803K	1.1%	28
2025 Q4	$3.85M	Buy	14,948 +6,093	+69%	+$1.53M	1.12%	28
2025 Q3	$2.27M	Buy	8,855 +560	+7%	+$137K	0.78%	35
2025 Q2	$2.06M	Buy	8,295 +963	+13%	+$210K	0.67%	35
2025 Q1	$1.46M	Buy	7,332 +1,151	+19%	+$246K	0.66%	40
2024 Q4	$1.28M	Buy	+6,181	New	+$1.29M	0.54%	46

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

Twin Peaks Wealth Advisors's MTUM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 11% in Q2 2026, selling an estimated $574K and leaving 16,222 shares worth $5.56M. The position accounts for 1.26% of the portfolio, ranked #24.

Twin Peaks Wealth Advisors first reported a position in MTUM in Q4 2024 and has held it in 7 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Twin Peaks Wealth Advisors held 16,222 shares of iShares MSCI USA Momentum Factor ETF worth $5.56M as of Q2 2026.
Twin Peaks Wealth Advisors sold 1,923 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $574K.
iShares MSCI USA Momentum Factor ETF made up 1.26% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #24 holding.
Twin Peaks Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.