Lenox Wealth Advisors’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Lenox Wealth Advisors’s Portfolio KOMP Stock Details KOMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$2.81M	Buy	56,558 +18,107	+47%	+$940K	0.35%	22
2021 Q4	$2.27M	Buy	38,451 +187	+0.5%	+$11.7K	0.27%	29
2021 Q3	$2.33M	Sell	38,264 -1,934	-5%	-$123K	0.3%	23
2021 Q2	$2.69M	Buy	40,198 +27,982	+229%	+$1.84M	0.34%	22
2021 Q1	$827K	Buy	+12,216	New	+$827K	0.11%	36

Other funds holding KOMP

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lenox Wealth Advisors's KOMP Position: Q1 2022 in Review

Lenox Wealth Advisors increased its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) stake by 47% in Q1 2022, buying an estimated $940K and bringing the position to 56,558 shares worth $2.81M. The position accounts for 0.35% of the portfolio, ranked #22.

Lenox Wealth Advisors first reported a position in KOMP in Q1 2021 and has held it in 5 quarters since. 139 funds tracked by Wall St. Rank hold KOMP as of Q1 2022.

Lenox Wealth Advisors held 56,558 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $2.81M as of Q1 2022.
Lenox Wealth Advisors bought 18,107 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2022, an estimated $940K.
State Street SPDR S&P Kensho New Economies Composite ETF made up 0.35% of Lenox Wealth Advisors's portfolio in Q1 2022, its #22 holding.
Lenox Wealth Advisors first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2021 and has held it in 5 quarters since.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.