Koshinski Asset Management
EPS icon

Koshinski Asset Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Koshinski Asset Management’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,635
Closed -$127K – 972
2022
Q1 		$127K Buy
2,635
+96
+4% +$4.6K 0.01% 737
2021
Q4 		$128K Sell
2,539
-417
-14% -$20.3K 0.01% 769
2021
Q3 		$136K Buy
+2,956
New +$140K 0.01% 732

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PWS
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Koshinski Asset Management's EPS Position: Q2 2022 in Review

Koshinski Asset Management sold out of WisdomTree US LargeCap Fund (EPS) in Q2 2022, closing a stake of 2,635 shares — an estimated $127K sold.

Koshinski Asset Management first reported a position in EPS in Q3 2021 and held it in 3 quarters. The position peaked at $136K in Q3 2021. 97 funds tracked by Wall St. Rank hold EPS as of Q2 2022.

  • Koshinski Asset Management reported no remaining WisdomTree US LargeCap Fund position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 2,635 WisdomTree US LargeCap Fund shares in Q2 2022, an estimated $127K.
  • Koshinski Asset Management first reported a position in WisdomTree US LargeCap Fund in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's WisdomTree US LargeCap Fund position peaked at $136K in Q3 2021.
  • 97 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.