Sanchez Wealth Management Group’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Sanchez Wealth Management 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 Q1	–	Sell	-103,817	Closed	-$6.12M	–	35
2021 Q4	$6.12M	Sell	103,817 -19,736	-16%	-$1.24M	2.58%	13
2021 Q3	$7.52M	Buy	123,553 +4,653	+4%	+$295K	3.38%	11
2021 Q2	$7.95M	Buy	+118,900	New	+$7.84M	3.63%	11

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

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 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

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

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

RJFSA

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

Sanchez Wealth Management Group's KOMP Position: Q1 2022 in Review

Sanchez Wealth Management Group sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q1 2022, closing a stake of 103,817 shares — an estimated $6.12M sold.

Sanchez Wealth Management Group first reported a position in KOMP in Q2 2021 and held it in 3 quarters. The position peaked at $7.95M in Q2 2021. 139 funds tracked by Wall St. Rank hold KOMP as of Q1 2022.

Sanchez Wealth Management Group reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q1 2022 after selling out during the quarter.
Sanchez Wealth Management Group sold 103,817 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q1 2022, an estimated $6.12M.
Sanchez Wealth Management Group first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2021 and held it in 3 quarters.
Sanchez Wealth Management Group's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $7.95M in Q2 2021.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2022.

Based on Sanchez Wealth Management Group's 13F filing for Q1 2022, filed 19 Apr 2022.