VisionPoint Advisory Group
MTUM icon

VisionPoint Advisory Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

VisionPoint Advisory 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
Q3 		$1.46M Buy
4,594
+1,418
+45% +$438K 0.23% 97
2026
Q2 		$1.09M Buy
3,176
+1,270
+67% +$379K 0.18% 132
2026
Q1 		$457K Buy
1,906
+790
+71% +$199K 0.09% 242
2025
Q4 		$279K Buy
1,116
+86
+8% +$21.6K 0.05% 317
2025
Q3 		$264K Buy
+1,030
New +$252K 0.05% 320
2023
Q4 		– Sell
-31
Closed -$4.31K – 822
2023
Q3 		$4.31K Buy
+31
New +$4.48K ﹤0.01% 515
2021
Q2 		– Sell
-5,799
Closed -$933K – 107
2021
Q1 		$933K Buy
5,799
+95
+2% +$15.7K 0.45% 60
2020
Q4 		$920K Sell
5,704
-59
-1% -$9.04K 0.46% 49
2020
Q3 		$849K Buy
5,763
+103
+2% +$14.7K 0.37% 40
2020
Q2 		$776K Sell
5,660
-2,985
-35% -$361K 0.31% 40
2020
Q1 		$921K Sell
8,645
-575
-6% -$71.1K 0.43% 36
2019
Q4 		$1.16M Sell
9,220
-179
-2% -$21.7K 0.48% 41
2019
Q3 		$1.12M Buy
9,399
+190
+2% +$22.9K 0.31% 45
2019
Q2 		$1.09M Sell
9,209
-3
-0% -$343 0.31% 45
2019
Q1 		$1.03M Buy
9,212
+281
+3% +$30.2K 0.29% 50
2018
Q4 		$895K Buy
+8,931
New +$956K 0.29% 47

Other funds holding MTUM

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

VisionPoint Advisory Group's MTUM Position: Q3 2026 in Review

VisionPoint Advisory Group increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 45% in Q3 2026, buying an estimated $438K and bringing the position to 4,594 shares worth $1.46M. The position accounts for 0.23% of the portfolio, ranked #97.

VisionPoint Advisory Group first reported a position in MTUM in Q4 2018 and has held it in 16 quarters since. 295 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • VisionPoint Advisory Group held 4,594 shares of iShares MSCI USA Momentum Factor ETF worth $1.46M as of Q3 2026.
  • VisionPoint Advisory Group bought 1,418 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $438K.
  • iShares MSCI USA Momentum Factor ETF made up 0.23% of VisionPoint Advisory Group's portfolio in Q3 2026, its #97 holding.
  • VisionPoint Advisory Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2018 and has held it in 16 quarters since.
  • 295 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.