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

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

Historical chart of Atticus 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 Atticus 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 Atticus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $212k 848 250.39
2025-09-30 $217k 846 256.45
2025-06-30 $200k 830 240.32
2023-09-30 $6.1k 42 144.86
2023-06-30 $6.1k 42 144.86
2023-03-31 $7.8k 56 139.45

More positions owned by Atticus Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Spdr Series Trust State Street Spd (SPYV)
Apple (AAPL)
Ishares Tr S&p 100 Etf (OEF)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Coca-Cola Company (KO)
Vanguard Whitehall Fds High Div Yld (VYM)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)

View all positions for Atticus 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