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

IHT Wealth Management’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
2022 Q2	–	Sell	-1,250	Closed	-$242K	–	785
2022 Q1	$242K	Sell	1,250 -225	-15%	-$42.8K	0.02%	645
2021 Q4	$299K	Sell	1,475 -150	-9%	-$29.5K	0.02%	615
2021 Q3	$298K	Buy	1,625 +100	+7%	+$18.7K	0.02%	591
2021 Q2	$277K	Buy	1,525 +140	+10%	+$24.7K	0.02%	747
2021 Q1	$230K	Sell	1,385 -295	-18%	-$48.5K	0.02%	718
2020 Q4	$272K	Buy	+1,680	New	+$260K	0.02%	592

Other funds holding MMTM

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

WWM

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

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

BWFA

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

RJFSA

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

SPIA

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

IHT Wealth Management's MMTM Position: Q2 2022 in Review

IHT Wealth Management sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q2 2022, closing a stake of 1,250 shares — an estimated $242K sold.

IHT Wealth Management first reported a position in MMTM in Q4 2020 and held it in 6 quarters. The position peaked at $299K in Q4 2021. 27 funds tracked by Wall St. Rank hold MMTM as of Q2 2022.

IHT Wealth Management reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q2 2022 after selling out during the quarter.
IHT Wealth Management sold 1,250 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q2 2022, an estimated $242K.
IHT Wealth Management first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2020 and held it in 6 quarters.
IHT Wealth Management's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $299K in Q4 2021.
27 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q2 2022.

Based on IHT Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.