RegentAtlantic Capital’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

RegentAtlantic Capital’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 Q3	$336K	Hold	8,707	–	–	0.01%	541
2022 Q2	$353K	Sell	8,707 -895	-9%	-$40.3K	0.01%	517
2022 Q1	$499K	Buy	+9,602	New	+$499K	0.01%	453

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

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

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RegentAtlantic Capital's KOMP Position: Q3 2022 in Review

RegentAtlantic Capital held its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) position steady in Q3 2022 at 8,707 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #541.

RegentAtlantic Capital first reported a position in KOMP in Q1 2022 and has held it in 3 quarters since. The position peaked at $499K in Q1 2022. 131 funds tracked by Wall St. Rank hold KOMP as of Q3 2022.

RegentAtlantic Capital held 8,707 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $336K as of Q3 2022.
RegentAtlantic Capital left its State Street SPDR S&P Kensho New Economies Composite ETF share count unchanged in Q3 2022.
State Street SPDR S&P Kensho New Economies Composite ETF made up 0.01% of RegentAtlantic Capital's portfolio in Q3 2022, its #541 holding.
RegentAtlantic Capital first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2022 and has held it in 3 quarters since.
RegentAtlantic Capital's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $499K in Q1 2022.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.