Question 1

How many shares of MTUM does Dynasty Wealth Management, LLC own?

Accepted Answer

Dynasty Wealth Management, LLC previously held 0 shares of MTUM (ISHARES MSCI USA MOMENTUM FA) before exiting the position in 2025-Q2.

Question 2

What is Dynasty Wealth Management, LLC's MTUM position worth?

Accepted Answer

Dynasty Wealth Management, LLC's MTUM position was last reported at $0 in 2025-Q2 before the exit.

Question 3

Is Dynasty Wealth Management, LLC buying or selling MTUM?

Accepted Answer

In 2025-Q2, Dynasty Wealth Management, LLC exited their MTUM position entirely (-100.0% change in shares).

Question 4

When did Dynasty Wealth Management, LLC first buy MTUM?

Accepted Answer

Based on available 13F filings, Dynasty Wealth Management, LLC first reported a position in MTUM in 2024-Q3. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$236.51	0
2025-Q1	Decreased	56,095	-75.8%	$11.3M	0.2%	$199.43	0
2024-Q4	Increased	232,135	+143.7%	$48M	0.8%	$205.88	67
2024-Q3	Increased	95,264	+1229.4%	$5.8M	0.2%	$199.30	52