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

IFP 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
2024 Q1	–	Sell	-55	Closed	-$3.95K	–	3143
2023 Q4	$3.95K	Buy	+55	New	+$3.57K	﹤0.01%	2495
2023 Q2	–	Sell	-60	Closed	-$1.78K	–	3461
2023 Q1	$1.78K	Hold	60	–	–	﹤0.01%	2935
2022 Q4	$2K	Buy	60 +4	+7%	+$344	﹤0.01%	4128
2022 Q3	$2K	Buy	56 +15	+37%	+$1.37K	﹤0.01%	4329
2022 Q2	$1K	Hold	41	–	–	﹤0.01%	4303
2022 Q1	$1K	Hold	41	–	–	﹤0.01%	4303
2021 Q4	$4K	Buy	+41	New	+$4.11K	﹤0.01%	2560

Other funds holding CNRG

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

ECM

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

WIP

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

IFP Advisors's CNRG Position: Q1 2024 in Review

IFP Advisors sold out of State Street SPDR S&P Kensho Clean Power ETF (CNRG) in Q1 2024, closing a stake of 55 shares — an estimated $3.95K sold.

IFP Advisors first reported a position in CNRG in Q4 2021 and held it in 7 quarters. The position peaked at $4K in Q4 2021. 74 funds tracked by Wall St. Rank hold CNRG as of Q1 2024.

IFP Advisors reported no remaining State Street SPDR S&P Kensho Clean Power ETF position as of Q1 2024 after selling out during the quarter.
IFP Advisors sold 55 State Street SPDR S&P Kensho Clean Power ETF shares in Q1 2024, an estimated $3.95K.
IFP Advisors first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q4 2021 and held it in 7 quarters.
IFP Advisors's State Street SPDR S&P Kensho Clean Power ETF position peaked at $4K in Q4 2021.
74 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q1 2024.

Based on IFP Advisors's 13F filing for Q1 2024, filed 30 Jul 2024.