IAG Wealth Partners’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

IAG Wealth Partners’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
2023 Q1	–	Sell	-324	Closed	-$54.2K	–	478
2022 Q4	$54.2K	Buy	324 +165	+104%	+$27.6K	0.02%	135
2022 Q3	$25K	Hold	159	–	–	0.01%	185
2022 Q2	$25K	Buy	+159	New	+$27.7K	0.01%	181

Other funds holding MMTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFA

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

BWFA

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

ZIMP

Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

SPIA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IAG Wealth Partners's MMTM Position: Q1 2023 in Review

IAG Wealth Partners sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q1 2023, closing a stake of 324 shares — an estimated $54.2K sold.

IAG Wealth Partners first reported a position in MMTM in Q2 2022 and held it in 3 quarters. The position peaked at $54.2K in Q4 2022. 31 funds tracked by Wall St. Rank hold MMTM as of Q1 2023.

IAG Wealth Partners reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q1 2023 after selling out during the quarter.
IAG Wealth Partners sold 324 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q1 2023, an estimated $54.2K.
IAG Wealth Partners first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q2 2022 and held it in 3 quarters.
IAG Wealth Partners's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $54.2K in Q4 2022.
31 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q1 2023.

Based on IAG Wealth Partners's 13F filing for Q1 2023, filed 25 Apr 2023.