Oxford Wealth Group »

Ishares Tr Msci Usa Momentum Factor shares owned by Oxford Wealth Group

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

Historical chart of Oxford Wealth Group 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 Oxford Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Oxford Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 15k 187.35

More positions owned by Oxford Wealth Group

Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Ishares Tr Msci Usa Mmentm (MTUM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
Old Dominion Freight Line (ODFL)
Exxon Mobil Corporation (XOM)
Pfizer (PFE)

View all positions for Oxford Wealth Group

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
Raymond James & Associates
BlackRock
Bank of America Corporation
Assetmark
Morgan Stanley
State Treasurer State Of Michigan
Citadel Advisors
Ronald Blue Trust
Savant Capital Management
HPM Partners
Wealth Enhancement Advisory Services
CWM
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

View all funds holding Ishares Tr Msci Usa Momentum Factor