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Ishares Tr Msci Usa Momentum Factor shares owned by Secure Asset Management

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

Historical chart of Secure Asset Management 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 Secure Asset Management 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 Secure Asset Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $214k 1.1k 202.10
2024-06-30 $345k 1.8k 194.89
2024-03-31 $361k 1.9k 187.39

More positions owned by Secure Asset Management

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Tesla Motors (TSLA)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Costco Wholesale Corporation (COST)

View all positions for Secure Asset Management

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
Envestnet Asset Management
FMR
Raymond James Financial
LPL Financial
Morgan Stanley
Assetmark
Ameriprise Financial
BlackRock
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