IGWM
FITE

ICA Group Wealth Management’s State Street SPDR S&P Kensho Future Security ETF FITE Stock Holding History

ICA Group Wealth Management’s Portfolio FITE Stock Details FITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-580
Closed -$33.2K – 959
2024
Q1 		$33.2K Buy
580
+350
+152% +$19.5K 0.01% 644
2023
Q4 		$12.7K Buy
+230
New +$11.4K ﹤0.01% 830

Other funds holding FITE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

ICA Group Wealth Management's FITE Position: Q2 2024 in Review

ICA Group Wealth Management sold out of State Street SPDR S&P Kensho Future Security ETF (FITE) in Q2 2024, closing a stake of 580 shares — an estimated $33.2K sold.

ICA Group Wealth Management first reported a position in FITE in Q4 2023 and held it in 2 quarters. The position peaked at $33.2K in Q1 2024. 22 funds tracked by Wall St. Rank hold FITE as of Q2 2024.

  • ICA Group Wealth Management reported no remaining State Street SPDR S&P Kensho Future Security ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 580 State Street SPDR S&P Kensho Future Security ETF shares in Q2 2024, an estimated $33.2K.
  • ICA Group Wealth Management first reported a position in State Street SPDR S&P Kensho Future Security ETF in Q4 2023 and held it in 2 quarters.
  • ICA Group Wealth Management's State Street SPDR S&P Kensho Future Security ETF position peaked at $33.2K in Q1 2024.
  • 22 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Future Security ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.