Atlas Private Wealth Advisors’s Global X ClimateTech ETF CTEC Stock Holding History

Atlas Private Wealth Advisors’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
2021 Q2	–	Sell	-50	Closed	-$6K	–	807
2021 Q1	$6K	Buy	+50	New	+$6.21K	﹤0.01%	574

Other funds holding CTEC

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Atlas Private Wealth Advisors's CTEC Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of Global X ClimateTech ETF (CTEC) in Q2 2021, closing a stake of 50 shares — an estimated $6K sold.

Atlas Private Wealth Advisors first reported a position in CTEC in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 30 funds tracked by Wall St. Rank hold CTEC as of Q2 2021.

Atlas Private Wealth Advisors reported no remaining Global X ClimateTech ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 50 Global X ClimateTech ETF shares in Q2 2021, an estimated $6K.
Atlas Private Wealth Advisors first reported a position in Global X ClimateTech ETF in Q1 2021 and held it in 1 quarter.
Atlas Private Wealth Advisors's Global X ClimateTech ETF position peaked at $6K in Q1 2021.
30 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.