Janiczek Wealth Management’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

Janiczek Wealth Management’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
2023 Q3	–	Sell	-23	Closed	-$1.97K	–	1059
2023 Q2	$1.97K	Hold	23	–	–	﹤0.01%	770
2023 Q1	$1.95K	Hold	23	–	–	﹤0.01%	773
2022 Q4	$2.13K	Hold	23	–	–	﹤0.01%	764
2022 Q3	$2K	Buy	23 +21	+1,050%	+$1.92K	﹤0.01%	751
2022 Q2	$0	Hold	2	–	–	﹤0.01%	960
2022 Q1	$0	Hold	2	–	–	﹤0.01%	961
2021 Q4	$0	Buy	+2	New	+$201	﹤0.01%	1018

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

SCM

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

ECM

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAL

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

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

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

Janiczek Wealth Management's CNRG Position: Q3 2023 in Review

Janiczek Wealth Management sold out of State Street SPDR S&P Kensho Clean Power ETF (CNRG) in Q3 2023, closing a stake of 23 shares — an estimated $1.97K sold.

Janiczek Wealth Management first reported a position in CNRG in Q4 2021 and held it in 7 quarters. The position peaked at $2.13K in Q4 2022. 84 funds tracked by Wall St. Rank hold CNRG as of Q3 2023.

Janiczek Wealth Management reported no remaining State Street SPDR S&P Kensho Clean Power ETF position as of Q3 2023 after selling out during the quarter.
Janiczek Wealth Management sold 23 State Street SPDR S&P Kensho Clean Power ETF shares in Q3 2023, an estimated $1.97K.
Janiczek Wealth Management first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q4 2021 and held it in 7 quarters.
Janiczek Wealth Management's State Street SPDR S&P Kensho Clean Power ETF position peaked at $2.13K in Q4 2022.
84 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q3 2023.

Based on Janiczek Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.