Avantax Advisory Services’s Global X Cloud Computing ETF CLOU Stock Holding History

Avantax Advisory Services’s Portfolio CLOU Stock Details CLOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,894	Closed	-$208K	–	2373
2025 Q1	$208K	Buy	9,894 +605	+7%	+$14.5K	﹤0.01%	2082
2024 Q4	$223K	Sell	9,289 -1,513	-14%	-$34.6K	﹤0.01%	1989
2024 Q3	$222K	Buy	+10,802	New	+$213K	﹤0.01%	1951
2024 Q2	–	Sell	-10,223	Closed	-$222K	–	2083
2024 Q1	$222K	Sell	10,223 -1,780	-15%	-$39.4K	﹤0.01%	1486
2023 Q4	$272K	Sell	12,003 -4,774	-28%	-$95.1K	﹤0.01%	1290
2023 Q3	$316K	Sell	16,777 -332	-2%	-$6.63K	﹤0.01%	1167
2023 Q2	$339K	Buy	17,109 +6,341	+59%	+$114K	﹤0.01%	1116
2023 Q1	$198K	Buy	+10,768	New	+$188K	﹤0.01%	1382
2020 Q4	–	Sell	-13,552	Closed	-$325K	–	1003
2020 Q3	$325K	Buy	+13,552	New	+$308K	0.01%	988

Other funds holding CLOU

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

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

Avantax Advisory Services's CLOU Position: Q2 2025 in Review

Avantax Advisory Services sold out of Global X Cloud Computing ETF (CLOU) in Q2 2025, closing a stake of 9,894 shares — an estimated $208K sold.

Avantax Advisory Services first reported a position in CLOU in Q3 2020 and held it in 9 quarters. The position peaked at $339K in Q2 2023. 99 funds tracked by Wall St. Rank hold CLOU as of Q2 2025.

Avantax Advisory Services reported no remaining Global X Cloud Computing ETF position as of Q2 2025 after selling out during the quarter.
Avantax Advisory Services sold 9,894 Global X Cloud Computing ETF shares in Q2 2025, an estimated $208K.
Avantax Advisory Services first reported a position in Global X Cloud Computing ETF in Q3 2020 and held it in 9 quarters.
Avantax Advisory Services's Global X Cloud Computing ETF position peaked at $339K in Q2 2023.
99 funds tracked by Wall St. Rank held Global X Cloud Computing ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.