SEC 13F Intelligence

Oxford Wealth Group, LLC / MTUM

Oxford Wealth Group, LLC’s Ishares Tr Position

Does Oxford Wealth Group, LLC own Ishares Tr (MTUM)? Yes — 16.9K shares worth $4M (+2.21% of its 13F portfolio) as of Q1 2026, down from 18.0K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
16.9K
% of Portfolio
+2.21%
Quarters Held
6
currently held

Position History MTUM

Reported value by quarter
Q1 ’24: $3MQ1 ’24Q2 ’24: $4MQ2 ’24Q3 ’24: $4MQ3 ’24Q4 ’24: $12MQ4 ’24Q4 ’25: $5MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.9K$4M+2.21%
Q4 202518.0K$5M+2.19%
Q4 202458.9K$12M+7.87%
Q3 202417.7K$4M+2.92%
Q2 202420.9K$4M+2.80%
Q1 202415.0K$3M+2.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Oxford Wealth Group, LLC’s full portfolio or all institutional holders of MTUM.