Envestnet Asset Management

Envestnet Asset Management’s State Street SPDR S&P Kensho Smart Mobility ETF HAIL Stock Holding History

Envestnet Asset Management’s Portfolio HAIL Stock Details HAIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-38,679	Closed	-$1.14M	–	4030
2022 Q4	$1.14M	Sell	38,679 -4,548	-11%	-$147K	﹤0.01%	2539
2022 Q3	$1.36M	Sell	43,227 -130	-0.3%	-$4.9K	﹤0.01%	2320
2022 Q2	$1.49M	Sell	43,357 -3,197	-7%	-$127K	﹤0.01%	2302
2022 Q1	$2.18M	Buy	46,554 +8,257	+22%	+$394K	﹤0.01%	2150
2021 Q4	$2.12M	Buy	38,297 +26,917	+237%	+$1.57M	﹤0.01%	2131
2021 Q3	$623K	Buy	11,380 +4,505	+66%	+$256K	﹤0.01%	2839
2021 Q2	$427K	Sell	6,875 -4,720	-41%	-$288K	﹤0.01%	3078
2021 Q1	$708K	Buy	+11,595	New	+$734K	﹤0.01%	2639

Other funds holding HAIL

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return

WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Bank of America

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return