Accurate Wealth Management’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

Accurate Wealth Management’s Portfolio CNRG Stock Details CNRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-236	Closed	-$20.6K	–	477
2022 Q4	$20.6K	Buy	+236	New	+$20.3K	0.01%	679

Other funds holding CNRG

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

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

RJFSA

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

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

ECM

Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Accurate Wealth Management's CNRG Position: Q1 2023 in Review

Accurate Wealth Management sold out of State Street SPDR S&P Kensho Clean Power ETF (CNRG) in Q1 2023, closing a stake of 236 shares — an estimated $20.6K sold.

Accurate Wealth Management first reported a position in CNRG in Q4 2022 and held it in 1 quarter. The position peaked at $20.6K in Q4 2022. 94 funds tracked by Wall St. Rank hold CNRG as of Q1 2023.

Accurate Wealth Management reported no remaining State Street SPDR S&P Kensho Clean Power ETF position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 236 State Street SPDR S&P Kensho Clean Power ETF shares in Q1 2023, an estimated $20.6K.
Accurate Wealth Management first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's State Street SPDR S&P Kensho Clean Power ETF position peaked at $20.6K in Q4 2022.
94 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.