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

TrustCore 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 Q1	–	Sell	-370	Closed	-$60K	–	968
2020 Q4	$60K	Buy	+370	New	+$57.2K	0.01%	400

Other funds holding MMTM

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

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

WWM

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

BWFA

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

RJFSA

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

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

TrustCore Financial Services's MMTM Position: Q1 2021 in Review

TrustCore Financial Services sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q1 2021, closing a stake of 370 shares — an estimated $60K sold.

TrustCore Financial Services first reported a position in MMTM in Q4 2020 and held it in 1 quarter. The position peaked at $60K in Q4 2020. 28 funds tracked by Wall St. Rank hold MMTM as of Q1 2021.

TrustCore Financial Services reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q1 2021 after selling out during the quarter.
TrustCore Financial Services sold 370 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q1 2021, an estimated $60K.
TrustCore Financial Services first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2020 and held it in 1 quarter.
TrustCore Financial Services's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $60K in Q4 2020.
28 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q1 2021.

Based on TrustCore Financial Services's 13F filing for Q1 2021, filed 30 Apr 2021.