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

WealthShield 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
2021 Q1	–	Sell	-2,347	Closed	-$380K	–	1168
2020 Q4	$380K	Buy	2,347 +1,990	+557%	+$308K	0.07%	209
2020 Q3	$53K	Buy	+357	New	+$51.9K	0.02%	303

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

WealthShield Partners's MMTM Position: Q1 2021 in Review

WealthShield Partners sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q1 2021, closing a stake of 2,347 shares — an estimated $380K sold.

WealthShield Partners first reported a position in MMTM in Q3 2020 and held it in 2 quarters. The position peaked at $380K in Q4 2020. 28 funds tracked by Wall St. Rank hold MMTM as of Q1 2021.

WealthShield Partners reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q1 2021 after selling out during the quarter.
WealthShield Partners sold 2,347 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q1 2021, an estimated $380K.
WealthShield Partners first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q3 2020 and held it in 2 quarters.
WealthShield Partners's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $380K 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 WealthShield Partners's 13F filing for Q1 2021, filed 17 May 2021.