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

Valeo Financial Advisors’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
2021 Q2	–	Sell	-940	Closed	-$64K	–	1204
2021 Q1	$64K	Buy	940 +3	+0.3%	+$203	﹤0.01%	768
2020 Q4	$54K	Buy	937 +809	+632%	+$40.5K	﹤0.01%	753
2020 Q3	$5K	Hold	128	–	–	﹤0.01%	1255
2020 Q2	$5K	Buy	+128	New	+$4.28K	﹤0.01%	1528

Other funds holding KOMP

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

RJFSA

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

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

CPA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

CWP

Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valeo Financial Advisors's KOMP Position: Q2 2021 in Review

Valeo Financial Advisors sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q2 2021, closing a stake of 940 shares — an estimated $64K sold.

Valeo Financial Advisors first reported a position in KOMP in Q2 2020 and held it in 4 quarters. The position peaked at $64K in Q1 2021. 121 funds tracked by Wall St. Rank hold KOMP as of Q2 2021.

Valeo Financial Advisors reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 940 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2021, an estimated $64K.
Valeo Financial Advisors first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q2 2020 and held it in 4 quarters.
Valeo Financial Advisors's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $64K in Q1 2021.
121 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.