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Ishares Tr Msci Usa Momentum Factor shares owned by Capital Planning Advisors

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

Historical chart of Capital Planning Advisors investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by Capital Planning 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 Capital Planning Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $369k 1.5k 250.31

More positions owned by Capital Planning Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Apple (AAPL)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Microsoft Corporation (MSFT)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)

View all positions for Capital Planning Advisors

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