ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

Amplius Wealth Advisors, LLC's Holding History (CIK: 0001900584)

Note: Option positions (PUT/CALL) are excluded.

Q2 2025
Shares 2,693 Value ($000) $647 Avg Close — Range —
Q1 2025
Shares 2,690 Value ($000) $544 Avg Close — Range —
Q4 2024
Shares 2,690 Value ($000) $557 Avg Close — Range —
Q3 2024
Shares 2,690 Value ($000) $545 Avg Close — Range —
Q2 2024
Shares 2,690 Value ($000) $524 Avg Close — Range —
Q1 2024
Shares 2,690 Value ($000) $504 Avg Close — Range —
Q4 2023
Shares 2,690 Value ($000) $422 Avg Close — Range —
Q3 2023
Shares 2,690 Value ($000) $376 Avg Close — Range —
Q2 2023
Shares 2,690 Value ($000) $388 Avg Close — Range —
Q1 2023
Shares 2,690 Value ($000) $374 Avg Close — Range —
Q4 2022
Shares 2,690 Value ($000) $393 Avg Close — Range —
Q3 2022
Shares 2,690 Value ($000) $353 Avg Close — Range —
Q2 2022
Shares 2,690 Value ($000) $366 Avg Close — Range —
Q1 2022
Shares 3,690 Value ($000) $620 Avg Close — Range —
Q4 2021
Shares 3,690 Value ($000) $670 Avg Close — Range —