Orgel Wealth Management 13F: Adds $58M to MTUM Stake

Orgel Wealth Management added to its holdings in iShares MSCI USA Momentum Factor ETF (Cboe US: MTUM), according to a Form 13F filed with the SEC on October 14, 2026. Because 13F filings are backward-looking reports that cover the prior quarter, the numbers show the firm's position as of the end of that reporting period and may not reflect its current holdings today.

Inside Orgel Wealth Management's MTUM Trade

During the quarter, Orgel Wealth Management grew its stake by 181,536 shares. That worked out to a 27.0% increase, lifting its total holdings from 672,724 shares up to 854,260 shares. The fund reported a total value of $271,090,924 for the position at the time of the filing.

iShares MSCI USA Momentum Factor ETF Stock Down 2.5%

Shares of the fund recently traded around $294.13 as of October 16, 2026. The stock sits below its 50-day moving average of $310.12, but holds above its 200-day moving average of $287.90. Over the past year, the fund has traded as low as $229.42 and as high as $345.59.

Dividend

iShares MSCI USA Momentum Factor ETF carries a dividend yield of 0.58% based on recent market figures.

About iShares MSCI USA Momentum Factor ETF

iShares MSCI USA Momentum Factor ETF is an exchange-traded fund that tracks a specific index of U.S. equities. The fund generally invests at least 80% of its assets in component securities that show relatively higher momentum characteristics compared to the broader MSCI USA Index. Investors often use momentum funds to target stocks that have experienced upward price trends.

Bottom Line

Institutional filings like this one offer a window into how major wealth managers position their portfolios across different market sectors. Observers will watch for the next round of 13F disclosures to see if Orgel Wealth Management continues to adjust its momentum strategy.