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Position history for Cetera Investment AdvisersCetera Investment Advisers's holdings in ISHARES MSCI USA MOMENTUM FA

Cetera Investment Advisers holds 595,918 shares of MTUM (ISHARES MSCI USA MOMENTUM FA), worth $204.3M as of 2026-Q2. The position was decreased (-2.6% shares). MTUM represents 0.2% of Cetera Investment Advisers's portfolio.

Current Value

$204.3M

Current Shares

595,918

Total Value Change

+$173.2M

Total Shares Change

+442,547

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
595,918
-2.6%
$204.3M0.2%$342.83
0
2026-Q1
Increased
611,551
+0.7%
$146.8M0.2%$247.01
36
2025-Q4
Increased
607,290
+24.5%
$152M0.2%$252.79
44
2025-Q3
Increased
487,762
+10.8%
$125.1M0.1%$254.95
40
2025-Q2
Increased
440,080
+3.3%
$105.8M0.2%$236.51
37
2025-Q1
Increased
425,986
+13.4%
$86.1M0.2%$199.43
40
2024-Q4
Increased
375,548
+144.9%
$77.7M0.2%$205.88
57
2024-Q3
Decreased
153,371
-12.0%
$31.1M0.1%$199.30
0

Other major holders of MTUM: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV

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