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

Wealth Quarterback’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 		$5K Buy
51
+1
+2% +$98 ﹤0.01% 590
2021
Q2 		$6K Buy
+50
New +$5.14K ﹤0.01% 565

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 $71.6B AUM 21.08% 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 $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

Wealth Quarterback's CNRG Position: Q3 2021 in Review

Wealth Quarterback increased its State Street SPDR S&P Kensho Clean Power ETF (CNRG) stake by 2% in Q3 2021, buying an estimated $98 and bringing the position to 51 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Wealth Quarterback first reported a position in CNRG in Q2 2021 and has held it in 2 quarters since. The position peaked at $6K in Q2 2021. 66 funds tracked by Wall St. Rank hold CNRG as of Q3 2021.

  • Wealth Quarterback held 51 shares of State Street SPDR S&P Kensho Clean Power ETF worth $5K as of Q3 2021.
  • Wealth Quarterback bought 1 State Street SPDR S&P Kensho Clean Power ETF share in Q3 2021, an estimated $98.
  • State Street SPDR S&P Kensho Clean Power ETF made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #590 holding.
  • Wealth Quarterback first reported a position in State Street SPDR S&P Kensho Clean Power ETF in Q2 2021 and has held it in 2 quarters since.
  • Wealth Quarterback's State Street SPDR S&P Kensho Clean Power ETF position peaked at $6K 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 Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.