WWMSC
CNRG icon

Wagner Wealth Management (South Carolina)’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

Wagner Wealth Management (South Carolina)’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
-45
Closed -$5K – 655
2021
Q2 		$5K Buy
+45
New +$4.62K ﹤0.01% 566

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Wagner Wealth Management (South Carolina)'s CNRG Position: Q3 2021 in Review

Wagner Wealth Management (South Carolina) sold out of State Street SPDR S&P Kensho Clean Power ETF (CNRG) in Q3 2021, closing a stake of 45 shares — an estimated $5K sold.

Wagner Wealth Management (South Carolina) first reported a position in CNRG in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 66 funds tracked by Wall St. Rank hold CNRG as of Q3 2021.

  • Wagner Wealth Management (South Carolina) reported no remaining State Street SPDR S&P Kensho Clean Power ETF position as of Q3 2021 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 45 State Street SPDR S&P Kensho Clean Power ETF shares in Q3 2021, an estimated $5K.
  • Wagner Wealth Management (South Carolina) first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q2 2021 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s State Street SPDR S&P Kensho Clean Power ETF position peaked at $5K in Q2 2021.
  • 66 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Clean Power ETF as of Q3 2021.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2021, filed 15 Nov 2021.