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Aptus Capital Advisors’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

Aptus Capital Advisors’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
2022
Q4 		– Sell
-62
Closed -$5K – 808
2022
Q3 		$5K Buy
+62
New +$5.66K ﹤0.01% 701

Other funds holding CNRG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CW
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
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aptus Capital Advisors's CNRG Position: Q4 2022 in Review

Aptus Capital Advisors sold out of State Street SPDR S&P Kensho Clean Power ETF (CNRG) in Q4 2022, closing a stake of 62 shares — an estimated $5K sold.

Aptus Capital Advisors first reported a position in CNRG in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 94 funds tracked by Wall St. Rank hold CNRG as of Q4 2022.

  • Aptus Capital Advisors reported no remaining State Street SPDR S&P Kensho Clean Power ETF position as of Q4 2022 after selling out during the quarter.
  • Aptus Capital Advisors sold 62 State Street SPDR S&P Kensho Clean Power ETF shares in Q4 2022, an estimated $5K.
  • Aptus Capital Advisors first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q3 2022 and held it in 1 quarter.
  • Aptus Capital Advisors's State Street SPDR S&P Kensho Clean Power ETF position peaked at $5K in Q3 2022.
  • 94 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q4 2022.

Based on Aptus Capital Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.