Ownership history in Plotkin Financial Advisors, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Plotkin Financial Advisors, LLC reported a position in ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 18,960 | -309 | -1.6% | 2.32% | $4.7M | $250.09 |
| 2025 Q3 | REDUCED | 19,269 | -104 | -0.5% | 2.44% | $4.9M | $255.53 |
| 2025 Q2 | REDUCED | 19,373 | -219 | -1.1% | 2.57% | $4.7M | $238.89 |
| 2025 Q1 | REDUCED | 19,592 | -149 | -0.8% | 2.43% | $4.0M | $200.51 |
| 2024 Q4 | REDUCED | 19,741 | -29,051 | -59.5% | 2.42% | $4.1M | $204.74 |
| 2024 Q3 | INITIATED | 48,792 | — | — | 5.70% | $6.1M | $199.93 |
As of 2025 Q4 — sorted by position size