Tradition Wealth Management’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

Tradition Wealth Management’s Portfolio CNRG Stock Details CNRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-400	Closed	-$42K	–	1171
2021 Q2	$42K	Hold	400	–	–	0.01%	569
2021 Q1	$46K	Hold	400	–	–	0.01%	452
2020 Q4	$43K	Buy	+400	New	+$35.4K	0.01%	435

Other funds holding CNRG

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

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

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

ECM

Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return

Tradition Wealth Management's CNRG Position: Q3 2021 in Review

Tradition Wealth Management sold out of State Street SPDR S&P Kensho Clean Power ETF (CNRG) in Q3 2021, closing a stake of 400 shares — an estimated $42K sold.

Tradition Wealth Management first reported a position in CNRG in Q4 2020 and held it in 3 quarters. The position peaked at $46K in Q1 2021. 66 funds tracked by Wall St. Rank hold CNRG as of Q3 2021.

Tradition Wealth Management reported no remaining State Street SPDR S&P Kensho Clean Power ETF position as of Q3 2021 after selling out during the quarter.
Tradition Wealth Management sold 400 State Street SPDR S&P Kensho Clean Power ETF shares in Q3 2021, an estimated $42K.
Tradition Wealth Management first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q4 2020 and held it in 3 quarters.
Tradition Wealth Management's State Street SPDR S&P Kensho Clean Power ETF position peaked at $46K in Q1 2021.
66 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q3 2021.

Based on Tradition Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.