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Valtinson Bruner Financial Planning’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Valtinson Bruner Financial Planning’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 		$244K Buy
+713
New +$213K 0.06% 162
2026
Q1 		– Sell
-804
Closed -$201K – 174
2025
Q4 		$201K Sell
804
-85
-10% -$21.3K 0.06% 161
2025
Q3 		$228K Buy
889
+36
+4% +$8.82K 0.07% 144
2025
Q2 		$205K Buy
+853
New +$186K 0.06% 149

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

Valtinson Bruner Financial Planning's MTUM Position: Q2 2026 in Review

Valtinson Bruner Financial Planning opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 713 shares worth $244K. The stake represents 0.06% of the portfolio and ranks #162 among its holdings. This is a return to the name: Valtinson Bruner Financial Planning previously reported a position in MTUM as recently as Q4 2025.

Valtinson Bruner Financial Planning first reported a position in MTUM in Q2 2025 and has held it in 4 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Valtinson Bruner Financial Planning held 713 shares of iShares MSCI USA Momentum Factor ETF worth $244K as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Valtinson Bruner Financial Planning position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.06% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #162 holding.
  • Valtinson Bruner Financial Planning first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.