Mariner Independent Advisor Network’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

Mariner Independent Advisor Network’s Portfolio CNRG Stock Details CNRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-20,611	Closed	-$1.86M	–	550
2022 Q1	$1.86M	Sell	20,611 -2,222	-10%	-$185K	0.07%	274
2021 Q4	$2.09M	Sell	22,833 -2,415	-10%	-$242K	0.1%	218
2021 Q3	$2.37M	Buy	25,248 +2,630	+12%	+$257K	0.12%	200
2021 Q2	$2.39M	Buy	22,618 +6,439	+40%	+$662K	0.11%	212
2021 Q1	$1.84M	Buy	+16,179	New	+$2.03M	0.1%	218

Other funds holding CNRG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

ECM

Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

SSWG

Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

Mariner Independent Advisor Network's CNRG Position: Q2 2022 in Review

Mariner Independent Advisor Network sold out of State Street SPDR S&P Kensho Clean Power ETF (CNRG) in Q2 2022, closing a stake of 20,611 shares — an estimated $1.86M sold.

Mariner Independent Advisor Network first reported a position in CNRG in Q1 2021 and held it in 5 quarters. The position peaked at $2.39M in Q2 2021. 73 funds tracked by Wall St. Rank hold CNRG as of Q2 2022.

Mariner Independent Advisor Network reported no remaining State Street SPDR S&P Kensho Clean Power ETF position as of Q2 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 20,611 State Street SPDR S&P Kensho Clean Power ETF shares in Q2 2022, an estimated $1.86M.
Mariner Independent Advisor Network first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q1 2021 and held it in 5 quarters.
Mariner Independent Advisor Network's State Street SPDR S&P Kensho Clean Power ETF position peaked at $2.39M in Q2 2021.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q2 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2022, filed 12 Aug 2022.