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ATC
Advantage Trust Company’s
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
Stock Holding History
Advantage Trust Company’s Portfolio
KOMP Stock Details
KOMP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.4M
Hold
23,955
–
–
0.63%
18
2025
Q4
$1.43M
Hold
23,955
–
–
0.64%
17
2025
Q3
$1.49M
Hold
23,955
–
–
0.67%
20
2025
Q2
$1.3M
Hold
23,955
–
–
0.64%
20
2025
Q1
$1.11M
Hold
23,955
–
–
0.67%
17
2024
Q4
$1.22M
Sell
23,955
-17,545
-42%
-$906K
0.72%
16
2024
Q3
$2.05M
Hold
41,500
–
–
1.39%
14
2024
Q2
$1.91M
Sell
41,500
-15,627
-27%
-$724K
1.37%
13
2024
Q1
$2.75M
Sell
57,127
-4,425
-7%
-$202K
2.03%
12
2023
Q4
$2.87M
Buy
+61,552
New
+$2.53M
2.26%
11
Other funds holding KOMP
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
MWA
Midland Wealth Advisors
Effingham, Illinois
$1.94B AUM
14.31%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Baird Financial Group
Milwaukee, Wisconsin
$64B AUM
22.64%
1-Year Est. Return
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo)
Skopje
$327M AUM
Mariner
Overland Park, Kansas
$85.7B AUM
24.21%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Wealth Enhancement Advisory Services
Plymouth, Minnesota
$59.8B AUM
29.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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