Planning Strategies Inc.’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Planning Strategies Inc.’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	$20.6K	Buy	+60	New	+$17.9K	0.01%	243

Other funds holding MTUM

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

HPA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Planning Strategies Inc.'s MTUM Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 60 shares worth $20.6K. The stake represents 0.01% of the portfolio and ranks #243 among its holdings.

515 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Planning Strategies Inc. held 60 shares of iShares MSCI USA Momentum Factor ETF worth $20.6K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new Planning Strategies Inc. position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #243 holding.
515 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.