WealthPLAN Partners’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-101	Closed	-$4.5K	–	752
2023 Q2	$4.5K	Sell	101 -491	-83%	-$20.6K	﹤0.01%	933
2023 Q1	$25.3K	Buy	+592	New	+$25.2K	﹤0.01%	679

Other funds holding KOMP

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthPLAN Partners's KOMP Position: Q3 2023 in Review

WealthPLAN Partners sold out of State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) in Q3 2023, closing a stake of 101 shares — an estimated $4.5K sold.

WealthPLAN Partners first reported a position in KOMP in Q1 2023 and held it in 2 quarters. The position peaked at $25.3K in Q1 2023. 119 funds tracked by Wall St. Rank hold KOMP as of Q3 2023.

WealthPLAN Partners reported no remaining State Street SPDR S&P Kensho New Economies Composite ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 101 State Street SPDR S&P Kensho New Economies Composite ETF shares in Q3 2023, an estimated $4.5K.
WealthPLAN Partners first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $25.3K in Q1 2023.
119 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.