AWM
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Activest Wealth Management’s Global X E-commerce ETF EBIZ Stock Holding History

Activest Wealth Management’s Portfolio EBIZ Stock Details EBIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,600
Closed -$35K – 383
2023
Q4 		$33.9K Buy
+1,600
New +$30.1K 0.02% 118

Other funds holding EBIZ

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

Activest Wealth Management's EBIZ Position: Q1 2024 in Review

Activest Wealth Management sold out of Global X E-commerce ETF (EBIZ) in Q1 2024, closing a stake of 1,600 shares — an estimated $35K sold.

Activest Wealth Management first reported a position in EBIZ in Q4 2023 and held it in 1 quarter. The position peaked at $33.9K in Q4 2023. 25 funds tracked by Wall St. Rank hold EBIZ as of Q1 2024.

  • Activest Wealth Management reported no remaining Global X E-commerce ETF position as of Q1 2024 after selling out during the quarter.
  • Activest Wealth Management sold 1,600 Global X E-commerce ETF shares in Q1 2024, an estimated $35K.
  • Activest Wealth Management first reported a position in Global X E-commerce ETF in Q4 2023 and held it in 1 quarter.
  • Activest Wealth Management's Global X E-commerce ETF position peaked at $33.9K in Q4 2023.
  • 25 funds tracked by Wall St. Rank held Global X E-commerce ETF as of Q1 2024.

Based on Activest Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.