Pinnacle Wealth Planning Services’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Pinnacle Wealth Planning Services’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
2026 Q1	$1.52K	Hold	26	–	–	﹤0.01%	2490
2025 Q4	$1.55K	Buy	+26	New	+$1.62K	﹤0.01%	2527

Other funds holding KOMP

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

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

MWA

Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

SPFSPD

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pinnacle Wealth Planning Services's KOMP Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) position steady in Q1 2026 at 26 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2490.

Pinnacle Wealth Planning Services first reported a position in KOMP in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.55K in Q4 2025. 151 funds tracked by Wall St. Rank hold KOMP as of Q1 2026.

Pinnacle Wealth Planning Services held 26 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $1.52K as of Q1 2026.
Pinnacle Wealth Planning Services left its State Street SPDR S&P Kensho New Economies Composite ETF share count unchanged in Q1 2026.
State Street SPDR S&P Kensho New Economies Composite ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2490 holding.
Pinnacle Wealth Planning Services first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q4 2025 and has held it in 2 quarters since.
Pinnacle Wealth Planning Services's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $1.55K in Q4 2025.
151 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.