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

Visionary Wealth 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
2022 Q2	–	Sell	-4,350	Closed	-$226K	–	457
2022 Q1	$226K	Sell	4,350 -125	-3%	-$6.49K	0.02%	383
2021 Q4	$264K	Sell	4,475 -112	-2%	-$7.02K	0.02%	315
2021 Q3	$279K	Sell	4,587 -4,382	-49%	-$278K	0.03%	254
2021 Q2	$600K	Buy	8,969 +3,113	+53%	+$205K	0.06%	187
2021 Q1	$397K	Buy	+5,856	New	+$397K	0.04%	220

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

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

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

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

Visionary Wealth Advisors's KOMP Position: Q2 2022 in Review

Visionary Wealth Advisors sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q2 2022, closing a stake of 4,350 shares — an estimated $226K sold.

Visionary Wealth Advisors first reported a position in KOMP in Q1 2021 and held it in 5 quarters. The position peaked at $600K in Q2 2021. 127 funds tracked by Wall St. Rank hold KOMP as of Q2 2022.

Visionary Wealth Advisors reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q2 2022 after selling out during the quarter.
Visionary Wealth Advisors sold 4,350 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q2 2022, an estimated $226K.
Visionary Wealth Advisors first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2021 and held it in 5 quarters.
Visionary Wealth Advisors's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $600K in Q2 2021.
127 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q2 2022.

Based on Visionary Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.