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Arete Wealth Advisors’s ALPS O'Shares Global Internet Giants ETF OGIG Stock Holding History

Arete Wealth Advisors’s Portfolio OGIG Stock Details OGIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8,871
Closed -$481K – 439
2020
Q4 		$481K Sell
8,871
-488
-5% -$24.1K 0.07% 239
2020
Q3 		$416K Buy
+9,359
New +$392K 0.06% 236

Other funds holding OGIG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFM
Fullerton Fund Management Singapore $1.25B AUM 76.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arete Wealth Advisors's OGIG Position: Q1 2021 in Review

Arete Wealth Advisors sold out of ALPS O'Shares Global Internet Giants ETF (OGIG) in Q1 2021, closing a stake of 8,871 shares — an estimated $481K sold.

Arete Wealth Advisors first reported a position in OGIG in Q3 2020 and held it in 2 quarters. The position peaked at $481K in Q4 2020. 87 funds tracked by Wall St. Rank hold OGIG as of Q1 2021.

  • Arete Wealth Advisors reported no remaining ALPS O'Shares Global Internet Giants ETF position as of Q1 2021 after selling out during the quarter.
  • Arete Wealth Advisors sold 8,871 ALPS O'Shares Global Internet Giants ETF shares in Q1 2021, an estimated $481K.
  • Arete Wealth Advisors first reported a position in ALPS O'Shares Global Internet Giants ETF in Q3 2020 and held it in 2 quarters.
  • Arete Wealth Advisors's ALPS O'Shares Global Internet Giants ETF position peaked at $481K in Q4 2020.
  • 87 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q1 2021.

Based on Arete Wealth Advisors's 13F filing for Q1 2021, filed 10 May 2021.