Capital Advantage’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Capital Advantage’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
2026 Q3	–	Sell	-2,848	Closed	-$204K	–	160
2026 Q2	$204K	Buy	+2,848	New	+$193K	0.02%	149
2021 Q2	–	Sell	-4,723	Closed	-$320K	–	80
2021 Q1	$320K	Buy	4,723 +516	+12%	+$35K	0.09%	85
2020 Q4	$246K	Buy	+4,207	New	+$211K	0.07%	93

Other funds holding KOMP

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $284M AUM 15.44% 1-Year Est. Return

Advantage Trust Company Salina, Kansas $285M AUM 15.04% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

Capital Advantage's KOMP Position: Q3 2026 in Review

Capital Advantage sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q3 2026, closing a stake of 2,848 shares — an estimated $204K sold.

Capital Advantage first reported a position in KOMP in Q4 2020 and held it in 3 quarters. The position peaked at $320K in Q1 2021. 30 funds tracked by Wall St. Rank hold KOMP as of Q3 2026.

Capital Advantage reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q3 2026 after selling out during the quarter.
Capital Advantage sold 2,848 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q3 2026, an estimated $204K.
Capital Advantage first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2020 and held it in 3 quarters.
Capital Advantage's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $320K in Q1 2021.
30 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.