Commonwealth Equity Services

Commonwealth Equity Services’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Commonwealth Equity Services’s Portfolio MMTM Stock Details MMTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-733	Closed	-$214K	–	4395
2025 Q4	$214K	Buy	733 +1	+0.1%	+$289	﹤0.01%	3920
2025 Q3	$209K	Sell	732 -68	-9%	-$18.7K	﹤0.01%	3921
2025 Q2	$213K	Sell	800 -46	-5%	-$11.3K	﹤0.01%	3872
2025 Q1	$204K	Buy	+846	New	+$219K	﹤0.01%	3824

Other funds holding MMTM

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return

Western Wealth Management Golden, Colorado $2.62B AUM 21.3% 1-Year Est. Return

Lifetime Wealth Management Rockwall, Texas $176M AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return