ICA Group Wealth Management’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

ICA Group Wealth 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
2024 Q2	–	Sell	-437	Closed	-$21K	–	1068
2024 Q1	$21K	Hold	437	–	–	﹤0.01%	742
2023 Q4	$20.4K	Buy	+437	New	+$17.9K	﹤0.01%	716
2023 Q3	–	Sell	-437	Closed	-$19.5K	–	750
2023 Q2	$19.5K	Hold	437	–	–	﹤0.01%	702
2023 Q1	$18.7K	Sell	437 -34	-7%	-$1.45K	﹤0.01%	682
2022 Q4	$18.6K	Buy	+471	New	+$19.1K	﹤0.01%	699

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

Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

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

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return

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

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

ICA Group Wealth Management sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q2 2024, closing a stake of 437 shares — an estimated $21K sold.

ICA Group Wealth Management first reported a position in KOMP in Q4 2022 and held it in 5 quarters. The position peaked at $21K in Q1 2024. 134 funds tracked by Wall St. Rank hold KOMP as of Q2 2024.

ICA Group Wealth Management reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 437 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2024, an estimated $21K.
ICA Group Wealth Management first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $21K in Q1 2024.
134 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2024.

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