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Ishares Tr Msci Usa Momentum Factor shares owned by Cavalier Investments

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

Historical chart of Cavalier Investments 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 Cavalier Investments 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 Cavalier Investments

Quarter filed Position value Share count Share price at filing
2026-06-30 $10M 30k 342.83

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Top funds holding Ishares Tr Msci Usa Momentum Factor

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

View all funds holding Ishares Tr Msci Usa Momentum Factor