Advus Financial Partners, LLC
Position in MTUM — iShares MSCI USA Momentum Factor ETF
CIK 2150676
WINTER PARK, FL
All Filings in MTUM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 MTUM | $2,918,854 | 8,514 | Shares | Sole | 2026-08-25 | |
| 2026-03-31 MTUM | $1,807,364 | 7,531 | Shares | Sole | 2026-08-25 | |
| 2025-12-31 MTUM | $1,694,348 | 6,769 | Shares | Sole | 2026-08-25 | |
| 2025-09-30 MTUM | $1,672,823 | 6,523 | Shares | Sole | 2026-08-25 | |
| 2025-06-30 MTUM | $1,340,024 | 5,576 | Shares | Sole | 2026-08-25 | |
| 2025-03-31 MTUM | $892,403 | 4,415 | Shares | Sole | 2026-08-25 | |
| 2024-12-31 MTUM | $503,643 | 2,434 | Shares | Sole | 2026-08-25 | |
| 2023-06-30 MTUM | $778,517 | 5,397 | Shares | Sole | 2026-08-25 | |
| 2023-03-31 MTUM | $836,325 | 6,015 | Shares | Sole | 2026-08-25 | |
| 2022-12-31 MTUM | $212,911 | 1,459 | Shares | Sole | 2026-08-25 | |
| No filing history on record for this holder in this stock. | ||||||