Koshinski Asset Management
XLSR icon

Koshinski Asset Management’s State Street US Sector Rotation ETF XLSR Stock Holding History

Koshinski Asset Management’s Portfolio XLSR Stock Details XLSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-908
Closed -$41.1K – 1987
2022
Q1 		$41.1K Sell
908
-3,880
-81% -$173K ﹤0.01% 1182
2021
Q4 		$225K Sell
4,788
-11,662
-71% -$543K 0.02% 585
2021
Q3 		$727K Buy
+16,450
New +$748K 0.06% 318

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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFO
Capitol Family Office Beaverton, Oregon $84.7M AUM 15.85% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $290M AUM 19.39% 1-Year Est. Return

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

Koshinski Asset Management sold out of State Street US Sector Rotation ETF (XLSR) in Q2 2022, closing a stake of 908 shares — an estimated $41.1K sold.

Koshinski Asset Management first reported a position in XLSR in Q3 2021 and held it in 3 quarters. The position peaked at $727K in Q3 2021. 54 funds tracked by Wall St. Rank hold XLSR as of Q2 2022.

  • Koshinski Asset Management reported no remaining State Street US Sector Rotation ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 908 State Street US Sector Rotation ETF shares in Q2 2022, an estimated $41.1K.
  • Koshinski Asset Management first reported a position in State Street US Sector Rotation ETF in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's State Street US Sector Rotation ETF position peaked at $727K in Q3 2021.
  • 54 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2022.

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