TWP
MTUM icon

Tyche Wealth Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Tyche Wealth 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 		$957K Buy
2,791
+526
+23% +$157K 0.13% 115
2026
Q1 		$544K Sell
2,265
-155
-6% -$38.9K 0.08% 178
2025
Q4 		$606K Sell
2,420
-79
-3% -$19.8K 0.1% 163
2025
Q3 		$641K Sell
2,499
-1
-0% -$245 0.11% 145
2025
Q2 		$601K Buy
2,500
+63
+3% +$13.7K 0.12% 138
2025
Q1 		$493K Buy
2,437
+219
+10% +$46.8K 0.11% 137
2024
Q4 		$459K Sell
2,218
-315
-12% -$66K 0.1% 167
2024
Q3 		$514K Buy
2,533
+66
+3% +$12.8K 0.12% 134
2024
Q2 		$481K Sell
2,467
-277
-10% -$51.7K 0.12% 136
2024
Q1 		$514K Sell
2,744
-322
-11% -$56.2K 0.13% 135
2023
Q4 		$481K Buy
+3,066
New +$450K 0.12% 148

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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

Tyche Wealth Partners's MTUM Position: Q2 2026 in Review

Tyche Wealth Partners increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 23% in Q2 2026, buying an estimated $157K and bringing the position to 2,791 shares worth $957K. The position accounts for 0.13% of the portfolio, ranked #115.

Tyche Wealth Partners first reported a position in MTUM in Q4 2023 and has held it in 11 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Tyche Wealth Partners held 2,791 shares of iShares MSCI USA Momentum Factor ETF worth $957K as of Q2 2026.
  • Tyche Wealth Partners bought 526 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $157K.
  • iShares MSCI USA Momentum Factor ETF made up 0.13% of Tyche Wealth Partners's portfolio in Q2 2026, its #115 holding.
  • Tyche Wealth Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.