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United Financial Planning Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

United Financial Planning Group’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 		– Sell
-3
Closed -$720 – 511
2026
Q1 		$720 Sell
3
-47
-94% -$11.8K ﹤0.01% 446
2025
Q4 		$12.5K Sell
50
-61
-55% -$15.3K 0.01% 177
2025
Q3 		$28.5K Buy
+111
New +$27.2K 0.02% 106

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

United Financial Planning Group's MTUM Position: Q2 2026 in Review

United Financial Planning Group sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026, closing a stake of 3 shares — an estimated $720 sold.

United Financial Planning Group first reported a position in MTUM in Q3 2025 and held it in 3 quarters. The position peaked at $28.5K in Q3 2025. 1,207 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • United Financial Planning Group reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 3 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $720.
  • United Financial Planning Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2025 and held it in 3 quarters.
  • United Financial Planning Group's iShares MSCI USA Momentum Factor ETF position peaked at $28.5K in Q3 2025.
  • 1,207 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.