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

Sowell Financial 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
2021 Q2	–	Sell	-250	Closed	-$44K	–	1874
2021 Q1	$44K	Buy	250 +126	+102%	+$20.7K	﹤0.01%	1710
2020 Q4	$20K	Hold	124	–	–	﹤0.01%	1749
2020 Q3	$18K	Sell	124 -8	-6%	-$1.16K	﹤0.01%	1611
2020 Q2	$18K	Buy	132 +10	+8%	+$1.26K	﹤0.01%	1500
2020 Q1	$14K	Sell	122 -130	-52%	-$17.1K	﹤0.01%	1505
2019 Q4	$35K	Buy	252 +222	+740%	+$29.5K	﹤0.01%	1268
2019 Q3	$4K	Buy	+30	New	+$3.88K	﹤0.01%	1853

Other funds holding MMTM

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

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

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

Bank of America

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return