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Advocacy Wealth Management Services »

Ishares Tr Msci Usa Momentum Factor shares owned by Advocacy Wealth Management Services

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

Historical chart of Advocacy Wealth Management Services 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 Advocacy Wealth Management Services 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 Advocacy Wealth Management Services

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$24M	93k	256.45
2025-06-30	$21M	88k	240.32
2025-03-31	$17M	84k	202.13
2024-12-31	$15M	73k	206.92
2022-06-30	$4.7M	35k	136.38

More positions owned by Advocacy Wealth Management Services

Spdr Series Trust Portfolio S&p500 (SPLG)

Ishares Tr Msci Usa Qlt Fct (QUAL)

Blackrock Etf Trust Ishares Us Equit (DYNF)

Spdr Series Trust Portfolio Ln Tsr (SPTL)

Ishares Tr S&p 500 Grwt Etf (IVW)

Pimco Etf Tr Multisector Bd (PYLD)

Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Ishares Tr Eafe Value Etf (EFV)

Ishares Tr S&p 500 Val Etf (IVE)

Pimco Etf Tr Mtg Bkd Secs Act (PMBS)

Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

Blackrock Etf Trust Ishares A I Inno (BAI)

Pimco Etf Tr Sr Ln Active Etf (LONZ)

Angel Oak Funds Trust Income Etf (CARY)

View all positions for Advocacy Wealth Management Services

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors

Envestnet Asset Management

FMR

Raymond James Financial

State Treasurer State Of Michigan

HPM Partners

Ronald Blue Trust

Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Wealth Enhancement Advisory Services

Colony

View all funds holding Ishares Tr Msci Usa Momentum Factor

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