Financial Engines Advisors’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

Financial Engines Advisors’s Portfolio CNRG Stock Details CNRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,472	Closed	-$401K	–	302
2022 Q1	$401K	Buy	4,472 +284	+7%	+$23.6K	﹤0.01%	218
2021 Q4	$378K	Buy	4,188 +1,951	+87%	+$196K	﹤0.01%	185
2021 Q3	$210K	Buy	+2,237	New	+$219K	﹤0.01%	261

Other funds holding CNRG

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

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

ECM

Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

SSWG

Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return

Financial Engines Advisors's CNRG Position: Q2 2022 in Review

Financial Engines Advisors sold out of State Street SPDR S&P Kensho Clean Power ETF (CNRG) in Q2 2022, closing a stake of 4,472 shares — an estimated $401K sold.

Financial Engines Advisors first reported a position in CNRG in Q3 2021 and held it in 3 quarters. The position peaked at $401K in Q1 2022. 73 funds tracked by Wall St. Rank hold CNRG as of Q2 2022.

Financial Engines Advisors reported no remaining State Street SPDR S&P Kensho Clean Power ETF position as of Q2 2022 after selling out during the quarter.
Financial Engines Advisors sold 4,472 State Street SPDR S&P Kensho Clean Power ETF shares in Q2 2022, an estimated $401K.
Financial Engines Advisors first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q3 2021 and held it in 3 quarters.
Financial Engines Advisors's State Street SPDR S&P Kensho Clean Power ETF position peaked at $401K in Q1 2022.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q2 2022.

Based on Financial Engines Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.