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Ishares Tr Msci Usa Momentum Factor shares owned by Buck Wealth Strategies

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Buck Wealth Strategies from 13F filings

Historical chart of Buck Wealth Strategies investment in Ishares Tr Msci Usa Momentum Factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Msci Usa Momentum Factor held by Buck Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Buck Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $447k 2.4k 187.33
2023-09-30 $7.7k 55 139.71

More positions owned by Buck Wealth Strategies

Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Caterpillar (CAT)
Waste Management (WM)
Merck & Co (MRK)
Verizon Communications (VZ)
Coca-Cola Company (KO)
Pfizer (PFE)
Eaton Corp SHS (ETN)
Cisco Systems (CSCO)
Lyondellbasell Industries N Shs - A - (LYB)
Southern Company (SO)
Paychex (PAYX)
Consolidated Edison (ED)

View all positions for Buck Wealth Strategies

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
Raymond James & Associates
BlackRock
Bank of America Corporation
Assetmark
Morgan Stanley
State Treasurer State Of Michigan
Citadel Advisors
Ronald Blue Trust
Savant Capital Management
HPM Partners
Wealth Enhancement Advisory Services
CWM
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

View all funds holding Ishares Tr Msci Usa Momentum Factor