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Ishares Tr Msci Usa Momentum Factor shares owned by U.S. Capital Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by U.S. Capital Wealth Advisors from 13F filings

Historical chart of U.S. Capital Wealth Advisors investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by U.S. Capital Wealth Advisors 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 U.S. Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 12k 256.46
2025-06-30 $230k 956 240.32
2022-12-31 $293k 2.0k 145.93
2021-12-31 $230k 1.3k 181.96
2021-09-30 $425k 2.4k 175.77

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View all positions for U.S. Capital Wealth Advisors

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