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Activest Wealth Management’s State Street SPDR S&P Kensho Smart Mobility ETF HAIL Stock Holding History

Activest Wealth Management’s Portfolio HAIL Stock Details HAIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,547
Closed -$261K – 414
2022
Q4 		$261K Buy
6,547
+377
+6% +$12.2K 0.08% 74
2022
Q3 		$258K Buy
+6,170
New +$232K 0.08% 69

Other funds holding HAIL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
WWM
WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Activest Wealth Management's HAIL Position: Q1 2023 in Review

Activest Wealth Management sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q1 2023, closing a stake of 6,547 shares — an estimated $261K sold.

Activest Wealth Management first reported a position in HAIL in Q3 2022 and held it in 2 quarters. The position peaked at $261K in Q4 2022. 43 funds tracked by Wall St. Rank hold HAIL as of Q1 2023.

  • Activest Wealth Management reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 6,547 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q1 2023, an estimated $261K.
  • Activest Wealth Management first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $261K in Q4 2022.
  • 43 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.