Avantax Advisory Services’s ALPS O'Shares Global Internet Giants ETF OGIG Stock Holding History

Avantax Advisory Services’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
2022 Q2	–	Sell	-14,681	Closed	-$553K	–	1366
2022 Q1	$553K	Sell	14,681 -630	-4%	-$25.1K	0.01%	751
2021 Q4	$754K	Buy	15,311 +1,361	+10%	+$72.7K	0.01%	613
2021 Q3	$736K	Buy	13,950 +394	+3%	+$21.8K	0.01%	581
2021 Q2	$774K	Buy	+13,556	New	+$729K	0.01%	545

Other funds holding OGIG

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

RJFSA

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

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

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Avantax Advisory Services's OGIG Position: Q2 2022 in Review

Avantax Advisory Services sold out of ALPS O'Shares Global Internet Giants ETF (OGIG) in Q2 2022, closing a stake of 14,681 shares — an estimated $553K sold.

Avantax Advisory Services first reported a position in OGIG in Q2 2021 and held it in 4 quarters. The position peaked at $774K in Q2 2021. 65 funds tracked by Wall St. Rank hold OGIG as of Q2 2022.

Avantax Advisory Services reported no remaining ALPS O'Shares Global Internet Giants ETF position as of Q2 2022 after selling out during the quarter.
Avantax Advisory Services sold 14,681 ALPS O'Shares Global Internet Giants ETF shares in Q2 2022, an estimated $553K.
Avantax Advisory Services first reported a position in ALPS O'Shares Global Internet Giants ETF in Q2 2021 and held it in 4 quarters.
Avantax Advisory Services's ALPS O'Shares Global Internet Giants ETF position peaked at $774K in Q2 2021.
65 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q2 2022.

Based on Avantax Advisory Services's 13F filing for Q2 2022, filed 2 Aug 2022.