Koshinski Asset Management
GENY

Koshinski Asset Management’s Principal Exchange-Traded Funds Principal Millennial Global Growth ETF GENY Stock Holding History

Koshinski Asset Management’s Portfolio GENY Stock Details GENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-570
Closed -$27.9K – 2080
2022
Q1 		$27.9K Hold
570
– – ﹤0.01% 1310
2021
Q4 		$32.9K Hold
570
– – ﹤0.01% 1304
2021
Q3 		$34.6K Buy
+570
New +$36.1K ﹤0.01% 1254

Other funds holding GENY

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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
DC
Darrow Company Needham, Massachusetts $222M AUM 10.81% 1-Year Est. Return

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

Koshinski Asset Management sold out of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) in Q2 2022, closing a stake of 570 shares — an estimated $27.9K sold.

Koshinski Asset Management first reported a position in GENY in Q3 2021 and held it in 3 quarters. The position peaked at $34.6K in Q3 2021. 19 funds tracked by Wall St. Rank hold GENY as of Q2 2022.

  • Koshinski Asset Management reported no remaining Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 570 Principal Exchange-Traded Funds Principal Millennial Global Growth ETF shares in Q2 2022, an estimated $27.9K.
  • Koshinski Asset Management first reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position peaked at $34.6K in Q3 2021.
  • 19 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF as of Q2 2022.

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