B. Riley Wealth Management’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

B. Riley Wealth Management’s Portfolio KOMP Stock Details KOMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$463	Sell	11,425 -9,720	-46%	-$437K	﹤0.01%	427
2022 Q1	$1.1M	Sell	21,145 -11,425	-35%	-$593K	0.08%	200
2021 Q4	$1.92M	Buy	32,570 +140	+0.4%	+$8.77K	0.13%	152
2021 Q3	$1.98M	Buy	32,430 +1,109	+4%	+$70.4K	0.15%	137
2021 Q2	$2.09M	Buy	31,321 +16,262	+108%	+$1.07M	0.23%	100
2021 Q1	$1.02M	Buy	+15,059	New	+$1.02M	0.12%	153

Other funds holding KOMP

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

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

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

B. Riley Wealth Management's KOMP Position: Q2 2022 in Review

B. Riley Wealth Management reduced its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 46% in Q2 2022, selling an estimated $437K and leaving 11,425 shares worth $463. The position accounts for ﹤0.01% of the portfolio, ranked #427.

B. Riley Wealth Management first reported a position in KOMP in Q1 2021 and has held it in 6 quarters since. The position peaked at $2.09M in Q2 2021. 127 funds tracked by Wall St. Rank hold KOMP as of Q2 2022.

B. Riley Wealth Management held 11,425 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $463 as of Q2 2022.
B. Riley Wealth Management sold 9,720 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2022, an estimated $437K.
State Street SPDR S&P Kensho New Economies Composite ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #427 holding.
B. Riley Wealth Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2021 and has held it in 6 quarters since.
B. Riley Wealth Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $2.09M in Q2 2021.
127 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.