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

Prospera Financial 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
2022 Q2	–	Sell	-1,080	Closed	-$56K	–	2150
2022 Q1	$56K	Buy	+1,080	New	+$56.1K	﹤0.01%	1324
2020 Q4	–	Sell	-700	Closed	-$30K	–	1144
2020 Q3	$30K	Buy	+700	New	+$28.9K	0.01%	774

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

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 $969M AUM 19.22% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Prospera Financial Services's KOMP Position: Q2 2022 in Review

Prospera Financial Services sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q2 2022, closing a stake of 1,080 shares — an estimated $56K sold.

Prospera Financial Services first reported a position in KOMP in Q3 2020 and held it in 2 quarters. The position peaked at $56K in Q1 2022. 127 funds tracked by Wall St. Rank hold KOMP as of Q2 2022.

Prospera Financial Services reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q2 2022 after selling out during the quarter.
Prospera Financial Services sold 1,080 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2022, an estimated $56K.
Prospera Financial Services first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q3 2020 and held it in 2 quarters.
Prospera Financial Services's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $56K 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 Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.