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Accurate Wealth Management’s Global X ClimateTech ETF CTEC Stock Holding History

Accurate Wealth Management’s Portfolio CTEC Stock Details CTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-304
Closed -$23.8K – 506
2022
Q4 		$23.8K Buy
+304
New +$22.6K 0.01% 633

Other funds holding CTEC

MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Accurate Wealth Management's CTEC Position: Q1 2023 in Review

Accurate Wealth Management sold out of Global X ClimateTech ETF (CTEC) in Q1 2023, closing a stake of 304 shares — an estimated $23.8K sold.

Accurate Wealth Management first reported a position in CTEC in Q4 2022 and held it in 1 quarter. The position peaked at $23.8K in Q4 2022. 38 funds tracked by Wall St. Rank hold CTEC as of Q1 2023.

  • Accurate Wealth Management reported no remaining Global X ClimateTech ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 304 Global X ClimateTech ETF shares in Q1 2023, an estimated $23.8K.
  • Accurate Wealth Management first reported a position in Global X ClimateTech ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Global X ClimateTech ETF position peaked at $23.8K in Q4 2022.
  • 38 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.