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

WealthCare Investment 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
2023 Q2	–	Sell	-6,558	Closed	-$227K	–	130
2023 Q1	$227K	Sell	6,558 -3,586	-35%	-$125K	0.14%	112
2022 Q4	$331K	Sell	10,144 -11,906	-54%	-$403K	0.23%	83
2022 Q3	$710K	Sell	22,050 -5,366	-20%	-$192K	0.59%	47
2022 Q2	$878K	Sell	27,416 -10,617	-28%	-$381K	0.75%	42
2022 Q1	$1.49M	Sell	38,033 -17,338	-31%	-$698K	1.33%	19
2021 Q4	$2.52M	Buy	+55,371	New	+$2.56M	2.43%	5

Other funds holding SIMS

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

RJFSA

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

CFD

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

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

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

BMD

Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return

3LCM

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

WealthCare Investment Partners's SIMS Position: Q2 2023 in Review

WealthCare Investment Partners sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q2 2023, closing a stake of 6,558 shares — an estimated $227K sold.

WealthCare Investment Partners first reported a position in SIMS in Q4 2021 and held it in 6 quarters. The position peaked at $2.52M in Q4 2021. 25 funds tracked by Wall St. Rank hold SIMS as of Q2 2023.

WealthCare Investment Partners reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q2 2023 after selling out during the quarter.
WealthCare Investment Partners sold 6,558 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q2 2023, an estimated $227K.
WealthCare Investment Partners first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q4 2021 and held it in 6 quarters.
WealthCare Investment Partners's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $2.52M in Q4 2021.
25 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q2 2023.

Based on WealthCare Investment Partners's 13F filing for Q2 2023, filed 13 Jul 2023.