Appleton Partners
HERO icon

Appleton Partners’s Global X Video Games & Esports ETF HERO Stock Holding History

Appleton Partners’s Portfolio HERO Stock Details HERO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-8,307
Closed -$206K – 272
2026
Q2 		$206K Sell
8,307
-3,850
-32% -$99.1K 0.01% 273
2026
Q1 		$313K Hold
12,157
– – 0.02% 230
2025
Q4 		$362K Hold
12,157
– – 0.02% 217
2025
Q3 		$412K Sell
12,157
-2,245
-16% -$73.3K 0.03% 206
2025
Q2 		$471K Sell
14,402
-303
-2% -$8.66K 0.03% 186
2025
Q1 		$367K Sell
14,705
-375
-2% -$9.48K 0.03% 203
2024
Q4 		$354K Sell
15,080
-230,731
-94% -$5.52M 0.03% 208
2024
Q3 		$5.98M Sell
245,811
-4,381
-2% -$97.2K 0.44% 73
2024
Q2 		$5.36M Buy
250,192
+6,906
+3% +$142K 0.41% 73
2024
Q1 		$5.04M Buy
243,286
+19,250
+9% +$389K 0.39% 76
2023
Q4 		$4.52M Buy
224,036
+56,034
+33% +$1.08M 0.36% 77
2023
Q3 		$3.13M Sell
168,002
-11,398
-6% -$227K 0.28% 87
2023
Q2 		$3.68M Buy
179,400
+2,340
+1% +$47.3K 0.31% 81
2023
Q1 		$3.6M Buy
177,060
+18,462
+12% +$364K 0.32% 78
2022
Q4 		$2.97M Sell
158,598
-25,456
-14% -$463K 0.28% 85
2022
Q3 		$3.28M Sell
184,054
-1,512
-0.8% -$31.5K 0.33% 78
2022
Q2 		$3.88M Buy
185,566
+7,172
+4% +$162K 0.37% 78
2022
Q1 		$4.48M Buy
178,394
+65,620
+58% +$1.7M 0.37% 75
2021
Q4 		$3.18M Buy
+112,774
New +$3.29M 0.24% 92

Other funds holding HERO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $431M AUM 20.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Appleton Partners's HERO Position: Q3 2026 in Review

Appleton Partners sold out of Global X Video Games & Esports ETF (HERO) in Q3 2026, closing a stake of 8,307 shares — an estimated $206K sold.

Appleton Partners first reported a position in HERO in Q4 2021 and held it in 19 quarters. The position peaked at $5.98M in Q3 2024. 15 funds tracked by Wall St. Rank hold HERO as of Q3 2026.

  • Appleton Partners reported no remaining Global X Video Games & Esports ETF position as of Q3 2026 after selling out during the quarter.
  • Appleton Partners sold 8,307 Global X Video Games & Esports ETF shares in Q3 2026, an estimated $206K.
  • Appleton Partners first reported a position in Global X Video Games & Esports ETF in Q4 2021 and held it in 19 quarters.
  • Appleton Partners's Global X Video Games & Esports ETF position peaked at $5.98M in Q3 2024.
  • 15 funds tracked by Wall St. Rank held Global X Video Games & Esports ETF as of Q3 2026.

Based on Appleton Partners's 13F filing for Q3 2026, filed 30 Oct 2026.