Wealthcare Advisory Partners’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

Wealthcare Advisory Partners’s Portfolio SIMS Stock Details SIMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-940	Closed	-$43K	–	1649
2021 Q1	$43K	Buy	+940	New	+$42.3K	﹤0.01%	929

Other funds holding SIMS

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

RJFSA

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

Wealthcare Advisory Partners's SIMS Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q2 2021, closing a stake of 940 shares — an estimated $43K sold.

Wealthcare Advisory Partners first reported a position in SIMS in Q1 2021 and held it in 1 quarter. The position peaked at $43K in Q1 2021. 34 funds tracked by Wall St. Rank hold SIMS as of Q2 2021.

Wealthcare Advisory Partners reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 940 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q2 2021, an estimated $43K.
Wealthcare Advisory Partners first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q1 2021 and held it in 1 quarter.
Wealthcare Advisory Partners's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $43K in Q1 2021.
34 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.