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Ishares Tr Msci Usa Momentum Factor shares owned by AssuredPartners Investment Advisors

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by AssuredPartners Investment Advisors from 13F filings

Historical chart of AssuredPartners Investment Advisors investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by AssuredPartners Investment Advisors 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 AssuredPartners Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.6M 19k 247.69

More positions owned by AssuredPartners Investment Advisors

Spdr Series Trust State Street Spd (BIL)
Vanguard Index Fds Large Cap Etf (VV)
Fidelity Covington Trust High Divid Etf (FDVV)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPTM)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Us Sml Cap Eqt (SMLF)
JPMorgan Chase & Co. (JPM)
L3harris Technologies (LHX)

View all positions for AssuredPartners Investment Advisors

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
FMR
LPL Financial
Raymond James Financial
Morgan Stanley
BlackRock
Ameriprise Financial
State Treasurer State Of Michigan
Ronald Blue Trust
HPM Partners
Assetmark
Bank of America Corporation
CWM
CI Private Wealth

View all funds holding Ishares Tr Msci Usa Momentum Factor