Financial Gravity Asset Management’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Financial Gravity Asset 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
2023 Q3	–	Sell	-300	Closed	-$13	–	1531
2023 Q2	$13	Buy	+300	New	+$12.6K	﹤0.01%	1519

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

Financial Gravity Asset Management's KOMP Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q3 2023, closing a stake of 300 shares — an estimated $13 sold.

Financial Gravity Asset Management first reported a position in KOMP in Q2 2023 and held it in 1 quarter. The position peaked at $13 in Q2 2023. 119 funds tracked by Wall St. Rank hold KOMP as of Q3 2023.

Financial Gravity Asset Management reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q3 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 300 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q3 2023, an estimated $13.
Financial Gravity Asset Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2023 and held it in 1 quarter.
Financial Gravity Asset Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $13 in Q2 2023.
119 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.