Monumental Financial Group’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Monumental Financial Group’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 Q2	–	Sell	-191	Closed	-$10K	–	50
2022 Q1	$10K	Buy	+191	New	+$9.92K	0.01%	44

Other funds holding KOMP

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

RJFSA

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

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Monumental Financial Group's KOMP Position: Q2 2022 in Review

Monumental Financial Group sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q2 2022, closing a stake of 191 shares — an estimated $10K sold.

Monumental Financial Group first reported a position in KOMP in Q1 2022 and held it in 1 quarter. The position peaked at $10K in Q1 2022. 127 funds tracked by Wall St. Rank hold KOMP as of Q2 2022.

Monumental Financial Group reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q2 2022 after selling out during the quarter.
Monumental Financial Group sold 191 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2022, an estimated $10K.
Monumental Financial Group first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2022 and held it in 1 quarter.
Monumental Financial Group's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $10K in Q1 2022.
127 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2022.

Based on Monumental Financial Group's 13F filing for Q2 2022, filed 28 Jul 2022.