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ACG Wealth’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

ACG Wealth’s Portfolio SIMS Stock Details SIMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,100
Closed -$35K – 875
2022
Q2 		$35K Buy
+1,100
New +$39.5K 0.01% 490

Other funds holding SIMS

CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

ACG Wealth's SIMS Position: Q3 2022 in Review

ACG Wealth sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q3 2022, closing a stake of 1,100 shares — an estimated $35K sold.

ACG Wealth first reported a position in SIMS in Q2 2022 and held it in 1 quarter. The position peaked at $35K in Q2 2022. 34 funds tracked by Wall St. Rank hold SIMS as of Q3 2022.

  • ACG Wealth reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 1,100 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q3 2022, an estimated $35K.
  • ACG Wealth first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $35K in Q2 2022.
  • 34 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.