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

BCGM 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 Q1	–	Sell	-38,306	Closed	-$2.26M	–	112
2021 Q4	$2.26M	Buy	38,306 +2,715	+8%	+$170K	1.21%	17
2021 Q3	$2.3M	Buy	35,591 +773	+2%	+$49K	1.28%	15
2021 Q2	$2.22M	Buy	+34,818	New	+$2.3M	1.31%	15

Other funds holding KOMP

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

RJFSA

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

BCGM Wealth Management's KOMP Position: Q1 2022 in Review

BCGM Wealth Management sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2022, closing a stake of 38,306 shares — an estimated $2.26M sold.

BCGM Wealth Management first reported a position in KOMP in Q2 2021 and held it in 3 quarters. The position peaked at $2.3M in Q3 2021. 138 funds tracked by Wall St. Rank hold KOMP as of Q1 2022.

BCGM Wealth Management reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2022 after selling out during the quarter.
BCGM Wealth Management sold 38,306 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2022, an estimated $2.26M.
BCGM Wealth Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2021 and held it in 3 quarters.
BCGM Wealth Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $2.3M in Q3 2021.
138 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2022.

Based on BCGM Wealth Management's 13F filing for Q1 2022, filed 2 May 2022.