United Asset Strategies’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

United Asset Strategies’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	–	Sell	-12,096	Closed	-$490K	–	221
2022 Q2	$490K	Buy	12,096 +189	+2%	+$8.5K	0.07%	154
2022 Q1	$619K	Buy	11,907 +2,610	+28%	+$136K	0.08%	144
2021 Q4	$548K	Buy	9,297 +1,070	+13%	+$67K	0.07%	145
2021 Q3	$501K	Buy	8,227 +637	+8%	+$40.4K	0.06%	144
2021 Q2	$507K	Buy	+7,590	New	+$500K	0.07%	143

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

United Asset Strategies's KOMP Position: Q3 2022 in Review

United Asset Strategies sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q3 2022, closing a stake of 12,096 shares — an estimated $490K sold.

United Asset Strategies first reported a position in KOMP in Q2 2021 and held it in 5 quarters. The position peaked at $619K in Q1 2022. 131 funds tracked by Wall St. Rank hold KOMP as of Q3 2022.

United Asset Strategies reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q3 2022 after selling out during the quarter.
United Asset Strategies sold 12,096 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q3 2022, an estimated $490K.
United Asset Strategies first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2021 and held it in 5 quarters.
United Asset Strategies's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $619K 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 United Asset Strategies's 13F filing for Q3 2022, filed 24 Oct 2022.