Avantax Advisory Services’s Global X Genomics & Biotechnology ETF GNOM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,193	Closed	-$300K	–	1575
2023 Q2	$300K	Sell	6,193 -460	-7%	-$23K	﹤0.01%	1186
2023 Q1	$328K	Hold	6,653	–	–	﹤0.01%	1104
2022 Q4	$337K	Sell	6,653 -10	-0.2%	-$516	﹤0.01%	1043
2022 Q3	$334K	Buy	6,663 +1,385	+26%	+$78.2K	0.01%	951
2022 Q2	$258K	Buy	+5,278	New	+$268K	﹤0.01%	1083

Other funds holding GNOM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

PGA

Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return

RJFSA

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

MWAM

Manhattan West Asset Management Los Angeles, California $511M AUM 18.81% 1-Year Est. Return

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Avantax Advisory Services's GNOM Position: Q3 2023 in Review

Avantax Advisory Services sold out of Global X Genomics & Biotechnology ETF (GNOM) in Q3 2023, closing a stake of 6,193 shares — an estimated $300K sold.

Avantax Advisory Services first reported a position in GNOM in Q2 2022 and held it in 5 quarters. The position peaked at $337K in Q4 2022. 63 funds tracked by Wall St. Rank hold GNOM as of Q3 2023.

Avantax Advisory Services reported no remaining Global X Genomics & Biotechnology ETF position as of Q3 2023 after selling out during the quarter.
Avantax Advisory Services sold 6,193 Global X Genomics & Biotechnology ETF shares in Q3 2023, an estimated $300K.
Avantax Advisory Services first reported a position in Global X Genomics & Biotechnology ETF in Q2 2022 and held it in 5 quarters.
Avantax Advisory Services's Global X Genomics & Biotechnology ETF position peaked at $337K in Q4 2022.
63 funds tracked by Wall St. Rank held Global X Genomics & Biotechnology ETF as of Q3 2023.

Based on Avantax Advisory Services's 13F filing for Q3 2023, filed 8 Nov 2023.