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Valtinson Bruner Financial Planning »

Ishares Tr Msci Usa Momentum Factor shares owned by Valtinson Bruner Financial Planning

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Valtinson Bruner Financial Planning from 13F filings

Historical chart of Valtinson Bruner Financial Planning investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$228k	889	256.58
2025-06-30	$205k	853	240.36

More positions owned by Valtinson Bruner Financial Planning

Ishares Tr Ultra Short Dur (ICSH)

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Vanguard World Extended Dur (EDV)

Bondbloxx Etf Trust Bloomberg Twenty (XTWY)

Vanguard Bd Index Fds Vanguard Ultra (VUSB)

Spdr Series Trust Portfolio S&p500 (SPLG)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)

Spdr Series Trust Prtflo S&p500 Vl (SPYV)

Innovator Etfs Trust Us Eqty Bufr May (BMAY)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)

Vanguard Index Fds Small Cp Etf (VB)

Microsoft Corporation (MSFT)

Apple (AAPL)

View all positions for Valtinson Bruner Financial Planning

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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