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Upcoming MTUM split of 4:1 in 18 days (5 Nov 2026)
iShares MSCI USA Momentum Factor ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 1,020 | $206,172.6 | $307,244.4 | $101,071.8 | 49.02% |
 W. Travis McKinney HB Wealth Management LLC | 5,684 | $1.26M | $1.71M | $455,712.64 | 36.22% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 905 | $228,712.95 | $267,884.52 | $39,171.57 | 17.13% |
 Jeremy Baltz Raleigh Capital Management Inc. | 2,969 | $682,620.37 | $874,311.12 | $191,690.75 | 28.08% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,176 | $282,184 | $346,708.32 | $64,524.32 | 22.87% |
 Christopher Clancy Global Wealth Strategies & Associates | 5,342 | $1.06M | $1.58M | $517,186.56 | 48.6% |
 William Jollie Quent Capital LLC | 1,700 | $297,476.8 | $512,618 | $215,141.2 | 72.32% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,170 | $319,654.76 | $346,086 | $26,431.24 | 8.27% |
 Marc H. Stone Tyler-Stone Wealth Management | 7,330 | $1.42M | $2.17M | $753,628.02 | 53.26% |
 Missy Straw Nilsine Partners LLC | 2,947 | $682,388.92 | $870,455.39 | $188,066.47 | 27.56% |
 Dalila Toledo Ascent Group LLC | 2,907 | $627,491.09 | $855,326.61 | $227,835.52 | 36.31% |
| EM Erin Mccann Simplicity Wealth LLC | 11,854 | $2.72M | $3.54M | $821,748.29 | 30.19% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 2,389 | $656,390.95 | $713,450.96 | $57,060.01 | 8.69% |
 Patrick O'Connell Security Financial Services Inc. | 3,281 | $465,537.63 | $971,340.05 | $505,802.42 | 108.65% |
 Christopher Schurmann Summit Investment Advisory Services LLC | 1,040 | $266,753.62 | $310,616.8 | $43,863.18 | 16.44% |
 Michael Byun SageView Advisory Group LLC | 11,377 | $2.31M | $3.35M | $1.05M | 45.42% |
 Kristofer Gray Integrity Financial Corp. /WA | 843 | $155,290.84 | $249,536.43 | $94,245.59 | 60.69% |
 Jaimie Palmer Beacon Capital Management LLC | 16,932 | $5.15M | $5.06M | -$92,548.33 | -1.8% |
 Michael Topley Lansing Street Advisors | 4,028 | $681,969.33 | $1.2M | $520,509.51 | 76.32% |
 Timothy Gerlach Novem Group | 9,149 | $2.52M | $2.7M | $178,402.12 | 7.07% |
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