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

Bulltick 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	–	Sell	-136,442	Closed	-$7.09M	–	138
2022 Q1	$7.09M	Hold	136,442	–	–	1.6%	25
2021 Q4	$8.04M	Sell	136,442 -3	-0%	-$188	1.59%	26
2021 Q3	$8.31M	Sell	136,445 -1,510	-1%	-$95.8K	1.89%	24
2021 Q2	$9.22M	Buy	137,955 +10,550	+8%	+$695K	2.13%	21
2021 Q1	$8.63M	Buy	+127,405	New	+$8.63M	2.4%	20

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

Bulltick Wealth Management's KOMP Position: Q2 2022 in Review

Bulltick Wealth Management sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q2 2022, closing a stake of 136,442 shares — an estimated $7.09M sold.

Bulltick Wealth Management first reported a position in KOMP in Q1 2021 and held it in 5 quarters. The position peaked at $9.22M in Q2 2021. 127 funds tracked by Wall St. Rank hold KOMP as of Q2 2022.

Bulltick Wealth Management reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q2 2022 after selling out during the quarter.
Bulltick Wealth Management sold 136,442 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2022, an estimated $7.09M.
Bulltick Wealth Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2021 and held it in 5 quarters.
Bulltick Wealth Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $9.22M 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 Bulltick Wealth Management's 13F filing for Q2 2022, filed 25 Apr 2024.