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 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	+$4.47K	﹤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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

VisionPoint Advisory Group's MTUM Position: Q2 2026 in Review

VisionPoint Advisory Group increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 67% in Q2 2026, buying an estimated $379K and bringing the position to 3,176 shares worth $1.09M. The position accounts for 0.18% of the portfolio, ranked #132.

VisionPoint Advisory Group first reported a position in MTUM in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.16M in Q4 2019. 212 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

VisionPoint Advisory Group held 3,176 shares of iShares MSCI USA Momentum Factor ETF worth $1.09M as of Q2 2026.
VisionPoint Advisory Group bought 1,270 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $379K.
iShares MSCI USA Momentum Factor ETF made up 0.18% of VisionPoint Advisory Group's portfolio in Q2 2026, its #132 holding.
VisionPoint Advisory Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2018 and has held it in 15 quarters since.
VisionPoint Advisory Group's iShares MSCI USA Momentum Factor ETF position peaked at $1.16M in Q4 2019.
212 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.