Weaver Consulting Group’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Weaver Consulting Group’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
2020 Q4	–	Sell	-76	Closed	-$11K	–	602
2020 Q3	$11K	Hold	76	–	–	0.01%	542
2020 Q2	$10K	Hold	76	–	–	0.01%	537
2020 Q1	$9K	Hold	76	–	–	0.01%	466
2019 Q4	$10K	Buy	+76	New	+$10.1K	0.01%	493

Other funds holding MMTM

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

CCP

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

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

RJFSA

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

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

WWM

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

SVWAG

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

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

IWC

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Weaver Consulting Group's MMTM Position: Q4 2020 in Review

Weaver Consulting Group sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q4 2020, closing a stake of 76 shares — an estimated $11K sold.

Weaver Consulting Group first reported a position in MMTM in Q4 2019 and held it in 4 quarters. The position peaked at $11K in Q3 2020. 28 funds tracked by Wall St. Rank hold MMTM as of Q4 2020.

Weaver Consulting Group reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 76 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q4 2020, an estimated $11K.
Weaver Consulting Group first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q4 2019 and held it in 4 quarters.
Weaver Consulting Group's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $11K in Q3 2020.
28 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.