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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 (%) |
|---|---|---|---|---|---|
 Jill Grimes Centurion Wealth Management LLC | 3,826 | $985,711.25 | $1.13M | $146,823.01 | 14.9% |
 Daniel Guy Ethos Financial Group LLC | 3,857 | $925,641 | $1.14M | $210,168.36 | 22.71% |
 Mark Meredith Meredith Wealth Planning | 38,179 | $5.89M | $11.31M | $5.42M | 91.94% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,056 | $206,944.5 | $312,195.84 | $105,251.34 | 50.86% |
 Stephen Cheifetz Kades & Cheifetz LLC | 11,891 | $2.46M | $3.58M | $1.12M | 45.44% |
 Jeffrey D. Munjack JDM Financial Group LLC | 645 | $132,440.04 | $190,829.7 | $58,389.66 | 44.09% |
| QS Quentin Stoker Gallacher Capital Management LLC | 4,171 | $1M | $1.23M | $231,298.11 | 23.08% |
 Dennis Wallace Fortune Financial Advisors LLC | 7,182 | $1.71M | $2.14M | $427,003.71 | 24.99% |
| BP Brett Pohl Kingdom Financial Group LLC | 776 | $235,239.41 | $228,322.48 | -$6,916.93 | -2.94% |
 Stephen Smith Kestra Investment Management LLC | 1,248 | $427,735 | $367,461.12 | -$60,273.88 | -14.09% |
 Sue Oleari Trifecta Capital Advisors LLC | 34 | $11,657 | $10,026.26 | -$1,630.74 | -13.99% |
 Scott Register Register Financial Advisors LLC | 85 | $12,648.35 | $25,101.35 | $12,453 | 98.46% |
 Bree Pate Olisti Co. Wealth LLC | 23 | $7,299 | $6,796.73 | -$502.27 | -6.88% |
 Amy Ardeel Icon Wealth Advisors LLC | 67,815 | $15.51M | $20.03M | $4.51M | 29.1% |
 Crystal McKeon TSA Wealth Managment LLC | 629 | $215,640 | $189,684.38 | -$25,955.62 | -12.04% |
 Dean Pelos Commonwealth Retirement Investments LLC | 7,306 | $1.72M | $2.16M | $443,590.95 | 25.85% |
 Andy Peters Goldstein Advisors LLC | 7,419 | $1.09M | $2.24M | $1.15M | 105.99% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 3,872 | $930,674.53 | $1.16M | $228,292.55 | 24.53% |
 Bepin Serraj Richard W. Paul & Associates LLC | 6 | $2,057 | $1,774.8 | -$282.2 | -13.72% |
 Michael R. Panico Arcadia Wealth Management LLC | 2,212 | $526,365.42 | $660,967.72 | $134,602.3 | 25.57% |
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