Koshinski Asset Management
QWLD

Koshinski Asset Management’s State Street SPDR MSCI World StrategicFactors ETF QWLD Stock Holding History

Koshinski Asset Management’s Portfolio QWLD Stock Details QWLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-116
Closed -$12.3K – 1652
2022
Q1 		$12.3K Sell
116
-791
-87% -$82.9K ﹤0.01% 1548
2021
Q4 		$100K Sell
907
-2,411
-73% -$260K 0.01% 860
2021
Q3 		$343K Buy
+3,318
New +$353K 0.03% 473

Other funds holding QWLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FWM
Fingerlakes Wealth Management Ithaca, New York $186M AUM 30.5% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

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

Koshinski Asset Management sold out of State Street SPDR MSCI World StrategicFactors ETF (QWLD) in Q2 2022, closing a stake of 116 shares — an estimated $12.3K sold.

Koshinski Asset Management first reported a position in QWLD in Q3 2021 and held it in 3 quarters. The position peaked at $343K in Q3 2021. 19 funds tracked by Wall St. Rank hold QWLD as of Q2 2022.

  • Koshinski Asset Management reported no remaining State Street SPDR MSCI World StrategicFactors ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 116 State Street SPDR MSCI World StrategicFactors ETF shares in Q2 2022, an estimated $12.3K.
  • Koshinski Asset Management first reported a position in State Street SPDR MSCI World StrategicFactors ETF in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's State Street SPDR MSCI World StrategicFactors ETF position peaked at $343K in Q3 2021.
  • 19 funds tracked by Wall St. Rank held State Street SPDR MSCI World StrategicFactors ETF as of Q2 2022.

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