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Ishares Tr Msci Usa Momentum Factor shares owned by Capital Asset Managemnet

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Capital Asset Managemnet from 13F filings

Historical chart of Capital Asset Managemnet 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 Capital Asset Managemnet 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 Capital Asset Managemnet

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 4.5k 257.76

More positions owned by Capital Asset Managemnet

Vanguard Index Fds Equities (VOO)
Vanguard Index Fds Equities (VTI)
Vanguard Tax-managed Fds Equities (VEA)
Ishares Tr Equities (IVE)
Ishares Tr Equities (IVW)
Ishares Tr Equities (IVV)
Apple Equities (AAPL)
Blackrock Etf Trust Equities (DYNF)
Ishares Equities (IEMG)
Nvidia Corporation Equities (NVDA)
Ishares Tr Equities (IUSB)
Ishares Tr Equities (OEF)
Vanguard Charlotte Fds Equities (BNDX)
Invesco Qqq Tr Equities (QQQ)
Ishares Tr Equities (EFV)

View all positions for Capital Asset Managemnet

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
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Wells Fargo & Company

View all funds holding Ishares Tr Msci Usa Momentum Factor