Evergy, Inc. Previous ETF Holding It
Evergy, Inc. (EVRG). 131 retained portfolio positions. Missing dates and values remain unreported.
- ADX: Fund ADAMS DIVERSIFIED EQUITY FUND, INC.; Added / first observed 2021-09-30.
- AIEQ: Fund Amplify AI Powered Equity ETF; Added / first observed 2023-06-30.
- BALI: Fund iShares U.S. Large Cap Premium Income Active ETF; Added / first observed 2023-12-31.
- BKMC: Fund BNY Mellon US Mid Cap Core Equity ETF; Added / first observed 2021-01-29.
Previous ETF Holding It
131 retained portfolio positions. Missing dates and values remain unreported.
| ETF | Fund | Added / first observed | Removed / first absent |
|---|---|---|---|
| ADX | ADAMS DIVERSIFIED EQUITY FUND, INC. | 2021-09-30 | |
| AIEQ | Amplify AI Powered Equity ETF | 2023-06-30 | |
| BALI | iShares U.S. Large Cap Premium Income Active ETF | 2023-12-31 | |
| BKMC | BNY Mellon US Mid Cap Core Equity ETF | 2021-01-29 | |
| BTAL | AGF U.S. Market Neutral Anti-Beta Fund | 2018-09-30 | |
| CLSE | Convergence Long/Short Equity ETF | 2023-08-31 | |
| DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 2019-09-30 | |
| DON | WisdomTree U.S. Midcap Dividend Fund | 2024-12-31 | |
| DVLU | First Trust Dorsey Wright Momentum & Value ETF | 2019-09-30 | |
| DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | 2019-09-30 | |
| DXR | None | 2018-06-30 | |
| EQIN | Columbia U.S. Equity Income ETF | 2025-01-31 | |
| ERC | ALLSPRING MULTI-SECTOR INCOME FUND | 2021-01-31 | |
| ERH | ALLSPRING UTILITIES & HIGH INCOME FUND | 2019-11-30 | |
| ETV | Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 2018-12-31 | |
| FAD | First Trust Multi Cap Growth AlphaDEX Fund | 2019-10-31 | |
| FCTR | First Trust Lunt U.S. Factor Rotation ETF | 2019-12-31 | |
| FDIV | MarketDesk Focused U.S. Dividend ETF | 2019-10-31 | |
| FLV | American Century Focused Large Cap Value ETF | 2020-08-31 | |
| FNK | First Trust Mid Cap Value AlphaDEX Fund | 2021-04-30 | |
| FNX | First Trust Mid Cap Core AlphaDEX Fund | 2021-04-30 | |
| FPX | First Trust US Equity Opportunities ETF | 2019-09-30 | |
| FT | Franklin Universal Trust | 2019-11-30 | |
| FTC | First Trust Large Cap Growth AlphaDEX Fund | 2019-10-31 | |
| FTLS | First Trust Long/Short Equity ETF | 2021-01-31 | |
| GBDV | Global Beta Smart Income ETF | 2022-02-28 | |
| GGZ | Gabelli Global Small & Mid Cap Value Trust | 2018-06-30 | |
| GLOV | Goldman Sachs ActiveBeta World Equity ETF | 2022-08-31 | |
| GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 2020-08-31 | |
| HEQ | John Hancock Diversified Income Fund | 2019-09-30 | |
| HLAL | Wahed FTSE USA Shariah ETF | 2019-08-31 | |
| HWSM | Hotchkis & Wiley SMID Cap Diversified Value Fund | 2018-06-30 | |
| IFRA | iShares U.S. Infrastructure ETF | 2018-06-30 | |
| IGTR | Innovator Gradient Tactical Rotation Strategy ETF | 2024-01-31 | |
| INDA | iShares MSCI India ETF | 2018-10-31 | |
| INFR | ClearBridge Sustainable Infrastructure ETF | 2020-01-31 | |
| IQDG | WisdomTree International Quality Dividend Growth Fund | 2018-12-31 | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | 2018-06-30 | |
| IVV | iShares Core S&P 500 ETF | 2018-06-30 | |
| IWB | iShares Russell 1000 ETF | 2018-06-30 | |
| IWD | iShares Russell 1000 Value ETF | 2018-06-30 | |
| IWF | iShares Russell 1000 Growth ETF | 2018-06-30 | |
| IWR | iShares Russell Mid-Cap ETF | 2018-06-30 | |
| JCE | Nuveen Core Equity Alpha Fund | 2018-12-31 | |
| JHDV | John Hancock U.S. High Dividend ETF | 2023-07-31 | |
| JHML | John Hancock Multifactor Large Cap ETF | 2019-10-31 | |
| JHMM | John Hancock Multifactor Mid Cap ETF | 2019-10-31 | |
| JHMU | John Hancock Dynamic Municipal Bond ETF | 2019-10-31 | |
| JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 2018-07-31 | |
| JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 2018-07-31 | |
| JPUS | JPMorgan Diversified Return U.S. Equity ETF | 2018-07-31 | |
| JQUA | JPMorgan U.S. Quality Factor ETF | 2018-07-31 | |
| JXI | iShares Global Utilities ETF | 2018-06-30 | |
| LVHB | Innovator Laddered Fund of S&P 500 Power Buffer ETFs | 2020-04-30 | |
| MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 2018-09-30 | |
| PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 2022-01-31 | |
| PWS | Pacer WealthShield ETF | 2019-10-31 | |
| QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 2020-08-31 | |
| QCON | American Century Quality Convertible Securities ETF | 2024-05-31 | |
| QGRO | American Century U.S. Quality Growth ETF | 2019-11-30 | |
| QQQX | Nuveen Nasdaq 100 Dynamic Overwrite Fund | 2018-06-30 | |
| QRFT | QRAFT AI-Enhanced U.S. Large Cap ETF | 2019-07-31 | |
| RECS | Columbia Research Enhanced Core ETF | 2021-01-31 | |
| REVS | Columbia Research Enhanced Value ETF | 2021-01-31 | |
| RNMC | First Trust SMID Capital Strength ETF | 2021-06-30 | |
| RNWZ | TrueShares Eagle Global Renewable Energy Income ETF | 2023-12-31 | |
| ROAM | Hartford Multifactor Emerging Markets ETF | 2018-06-30 | |
| SCHB | Schwab U.S. Broad Market ETF | 2018-11-30 | |
| SCHH | Schwab U.S. REIT ETF | 2018-11-30 | |
| SCHK | Schwab 1000 Index ETF | 2018-11-30 | |
| SCHV | Schwab U.S. Large-Cap Value ETF | 2018-11-30 | |
| SCHX | Schwab U.S. Large-Cap ETF | 2018-11-30 | |
| SCZ | iShares MSCI EAFE Small-Cap ETF | 2018-10-31 | |
| SHRT | Gotham Short Strategies ETF | 2025-03-31 | |
| SPDV | AAM S&P 500 High Dividend Value ETF | 2018-07-31 | |
| SPXX | Nuveen S&P 500 Dynamic Overwrite Fund | 2018-06-30 | |
| SPY | SPDR S&P 500 ETF TRUST | 2018-09-30 | |
| SRV | NXG Cushing Midstream Energy Fund | 2020-05-31 | |
| TPHD | Timothy Plan High Dividend Stock ETF | 2019-06-30 | |
| TRPL | Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF | 2022-07-31 | |
| TUSA | First Trust Dividend Strength ETF | 2019-12-31 | |
| USMF | WisdomTree U.S. Multifactor Fund | 2024-12-31 | |
| UTF | COHEN & STEERS INFRASTRUCTURE FUND INC | 2018-09-30 | |
| UTG | Reaves Utility Income Fund | 2018-07-31 | |
| VALQ | American Century U.S. Quality Value ETF | 2019-11-30 | |
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | 2018-09-30 | |
| VDIPX | VANGUARD DEVELOPED MARKETS INDEX FUND | 2018-06-30 | |
| VDVIX | VANGUARD DEVELOPED MARKETS INDEX FUND | 2018-06-30 | |
| VEA | VANGUARD DEVELOPED MARKETS INDEX FUND | 2018-06-30 | |
| VIMAX | VANGUARD MID-CAP INDEX FUND | 2018-09-30 | |
| VIMSX | VANGUARD MID-CAP INDEX FUND | 2018-09-30 | |
| VISVX | VANGUARD SMALL-CAP VALUE INDEX FUND | 2018-09-30 | |
| VITSX | VANGUARD TOTAL STOCK MARKET INDEX FUND | 2018-09-30 | |
| VIVAX | VANGUARD VALUE INDEX FUND | 2018-09-30 | |
| VIVIX | VANGUARD VALUE INDEX FUND | 2018-09-30 | |
| VLACX | VANGUARD LARGE-CAP INDEX FUND | 2018-09-30 | |
| VLCAX | VANGUARD LARGE-CAP INDEX FUND | 2018-09-30 | |
| VLISX | VANGUARD LARGE-CAP INDEX FUND | 2018-09-30 | |
| VMCIX | VANGUARD MID-CAP INDEX FUND | 2018-09-30 | |
| VMCPX | VANGUARD MID-CAP INDEX FUND | 2018-09-30 |
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