Lake Point Wealth Management’s State Street SPDR S&P Kensho Future Security ETF FITE Stock Holding History

Lake Point Wealth Management’s Portfolio FITE Stock Details FITE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	$4K	Hold	103	–	–	﹤0.01%	453
2019 Q1	$4K	Hold	103	–	–	﹤0.01%	453
2018 Q4	$3K	Buy	+103	New	+$3.31K	﹤0.01%	627

Other funds holding FITE

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

SFSIG

San Francisco Sentry Investment Group San Francisco, California $192M AUM 276.26% 1-Year Est. Return

Lake Point Wealth Management's FITE Position: Q2 2019 in Review

Lake Point Wealth Management held its State Street SPDR S&P Kensho Future Security ETF (FITE) position steady in Q2 2019 at 103 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Lake Point Wealth Management first reported a position in FITE in Q4 2018 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold FITE as of Q2 2019.

Lake Point Wealth Management held 103 shares of State Street SPDR S&P Kensho Future Security ETF worth $4K as of Q2 2019.
Lake Point Wealth Management left its State Street SPDR S&P Kensho Future Security ETF share count unchanged in Q2 2019.
State Street SPDR S&P Kensho Future Security ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #453 holding.
Lake Point Wealth Management first reported a position in State Street SPDR S&P Kensho Future Security ETF in Q4 2018 and has held it in 3 quarters since.
12 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Future Security ETF as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.