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MTUM
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Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in ISHARES TR

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 614,259 shares of MTUM (ISHARES TR), worth $151M as of 2026-Q1. The position was decreased (-37.4% shares). MTUM represents 0.3% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$151M

Current Shares

614,259

Total Value Change

-$47.5M

Total Shares Change

-404,530

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
614,259
-37.4%
$151M0.3%$247.01
0
2025-Q4
Decreased
981,507
-2.0%
$253.4M0.3%$252.79
0
2025-Q3
Decreased
1M
-1.7%
$254.8M0.4%$254.95
0
2025-Q2
Increased
1M
+10.1%
$243.9M0.4%$236.51
40
2025-Q1
Decreased
925,556
-1.9%
$187.1M0.4%$199.43
0
2024-Q4
Decreased
943,286
-2.5%
$195.2M0.4%$205.88
0
2024-Q3
Decreased
967,866
-5.0%
$196.2M0.4%$199.30
0
2024-Q2
Decreased
1M
-3.2%
$198.5M0.5%$191.90
0

Other major holders of MTUM: ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV

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