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Ishares Tr Msci Usa Momentum Factor shares owned by Activest Wealth Management

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Activest Wealth Management from 13F filings

Historical chart of Activest Wealth Management investment in Ishares Tr Msci Usa Momentum Factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Msci Usa Momentum Factor held by Activest Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Activest Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 6.9k 251.50
2025-09-30 $1.2M 4.8k 255.98
2025-06-30 $0 0 0.00

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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
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Ishares Tr Core S&p500 Etf (IVV)
Meta Platforms Cl A (META)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
Wisdomtree Tr Floatng Rat Trea (USFR)
Micron Technology (MU)

View all positions for Activest Wealth Management

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
FMR
LPL Financial
Raymond James Financial
CI Private Wealth
BlackRock
Assetmark
Ameriprise Financial
State Treasurer State Of Michigan
Ronald Blue Trust
HPM Partners
CWM
Wealth Enhancement Advisory Services
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

View all funds holding Ishares Tr Msci Usa Momentum Factor