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

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

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

Capital Planning Advisors Roseville, California $692M AUM 21.81% 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 $936M AUM 19.22% 1-Year Est. Return

Bank of America

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

Commonwealth Equity Services

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

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return