Venture Visionary Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Venture Visionary 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 Q3	$386K	Buy	1,215 +501	+70%	+$155K	0.01%	511
2026 Q2	$245K	Buy	+714	New	+$213K	0.01%	627
2022 Q3	–	Sell	-398	Closed	-$54.3K	–	1147
2022 Q2	$54.3K	Buy	+398	New	+$58.4K	﹤0.01%	781
2021 Q2	–	Sell	-1,288	Closed	-$207K	–	513
2021 Q1	$207K	Sell	1,288 -24	-2%	-$3.97K	0.02%	442
2020 Q4	$211K	Buy	+1,312	New	+$201K	0.02%	364

Other funds holding MTUM

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

EFG

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Venture Visionary Partners's MTUM Position: Q3 2026 in Review

Venture Visionary Partners increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 70% in Q3 2026, buying an estimated $155K and bringing the position to 1,215 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #511.

Venture Visionary Partners first reported a position in MTUM in Q4 2020 and has held it in 5 quarters since. 61 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

Venture Visionary Partners held 1,215 shares of iShares MSCI USA Momentum Factor ETF worth $386K as of Q3 2026.
Venture Visionary Partners bought 501 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $155K.
iShares MSCI USA Momentum Factor ETF made up 0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #511 holding.
Venture Visionary Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and has held it in 5 quarters since.
61 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.