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

EverSource Wealth Advisors’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
2023 Q2	–	Sell	-66	Closed	-$2.83K	–	2549
2023 Q1	$2.83K	Buy	+66	New	+$2.81K	﹤0.01%	1829

Other funds holding KOMP

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EverSource Wealth Advisors's KOMP Position: Q2 2023 in Review

EverSource Wealth Advisors sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q2 2023, closing a stake of 66 shares — an estimated $2.83K sold.

EverSource Wealth Advisors first reported a position in KOMP in Q1 2023 and held it in 1 quarter. The position peaked at $2.83K in Q1 2023. 114 funds tracked by Wall St. Rank hold KOMP as of Q2 2023.

EverSource Wealth Advisors reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q2 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 66 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2023, an estimated $2.83K.
EverSource Wealth Advisors first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2023 and held it in 1 quarter.
EverSource Wealth Advisors's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $2.83K in Q1 2023.
114 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2023.

Based on EverSource Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.