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Ishares Tr Msci Usa Momentum Factor shares owned by Mpwm Advisory Solutions

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

Historical chart of Mpwm Advisory Solutions 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 Mpwm Advisory Solutions 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 Mpwm Advisory Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $55k 215 256.45
2025-06-30 $99k 410 240.32
2025-03-31 $63k 310 202.13
2024-12-31 $15k 70 206.91

More positions owned by Mpwm Advisory Solutions

SPDR S&P MF Closed and MF Open (SPY)
Spdr Portfolio MF Closed and MF Open (SPTM)
Invesco Qqq MF Closed and MF Open (QQQ)
Spdr Portfolio MF Closed and MF Open (SPTL)
Invesco Nasdaq MF Closed and MF Open (QQQM)
Innovator Equity MF Closed and MF Open (SFLR)
Industrial Select MF Closed and MF Open (XLI)
Dimensional Us MF Closed and MF Open (DFUS)
Ishares Russell MF Closed and MF Open (IWM)
Victoryshares Us MF Closed and MF Open (CDL)
Ishares Msci MF Closed and MF Open (INDA)
First Trust MF Closed and MF Open (BUFQ)
Vaneck Clo MF Closed and MF Open (CLOI)
Ishares Treasury MF Closed and MF Open (TFLO)
First Trust MF Closed and MF Open (SDVY)

View all positions for Mpwm Advisory Solutions

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