Koshinski Asset Management
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Koshinski Asset Management’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

Koshinski Asset Management’s Portfolio SIMS Stock Details SIMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-25
Closed -$1.02K – 1748
2022
Q1 		$1.02K Hold
25
– – ﹤0.01% 2060
2021
Q4 		$1.14K Sell
25
-25
-50% -$1.16K ﹤0.01% 2065
2021
Q3 		$2.18K Buy
+50
New +$2.29K ﹤0.01% 2004

Other funds holding SIMS

CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

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

Koshinski Asset Management sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q2 2022, closing a stake of 25 shares — an estimated $1.02K sold.

Koshinski Asset Management first reported a position in SIMS in Q3 2021 and held it in 3 quarters. The position peaked at $2.18K in Q3 2021. 31 funds tracked by Wall St. Rank hold SIMS as of Q2 2022.

  • Koshinski Asset Management reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 25 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q2 2022, an estimated $1.02K.
  • Koshinski Asset Management first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $2.18K in Q3 2021.
  • 31 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q2 2022.

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