WJ Wealth Management’s State Street SPDR S&P Kensho Smart Mobility ETF HAIL Stock Holding History

WJ Wealth Management’s Portfolio HAIL Stock Details HAIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-30,431	Closed	-$968K	–	63
2023 Q1	$968K	Buy	+30,431	New	+$1.01M	0.65%	27

Other funds holding HAIL

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WJ Wealth Management's HAIL Position: Q2 2023 in Review

WJ Wealth Management sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q2 2023, closing a stake of 30,431 shares — an estimated $968K sold.

WJ Wealth Management first reported a position in HAIL in Q1 2023 and held it in 1 quarter. The position peaked at $968K in Q1 2023. 35 funds tracked by Wall St. Rank hold HAIL as of Q2 2023.

WJ Wealth Management reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q2 2023 after selling out during the quarter.
WJ Wealth Management sold 30,431 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q2 2023, an estimated $968K.
WJ Wealth Management first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q1 2023 and held it in 1 quarter.
WJ Wealth Management's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $968K in Q1 2023.
35 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q2 2023.

Based on WJ Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.