Berger Financial Group’s ALPS O'Shares Global Internet Giants ETF OGIG Stock Holding History

Berger Financial Group’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	-5,382	Closed	-$203K	–	270
2022 Q1	$203K	Sell	5,382 -285	-5%	-$11.4K	0.03%	263
2021 Q4	$279K	Sell	5,667 -40	-0.7%	-$2.14K	0.04%	217
2021 Q3	$302K	Sell	5,707 -49	-0.9%	-$2.71K	0.05%	161
2021 Q2	$329K	Sell	5,756 -165	-3%	-$8.87K	0.06%	150
2021 Q1	$309K	Buy	5,921 +257	+5%	+$14.6K	0.07%	146
2020 Q4	$307K	Buy	+5,664	New	+$280K	0.05%	159

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

Berger Financial Group's OGIG Position: Q2 2022 in Review

Berger Financial Group sold out of ALPS O'Shares Global Internet Giants ETF (OGIG) in Q2 2022, closing a stake of 5,382 shares — an estimated $203K sold.

Berger Financial Group first reported a position in OGIG in Q4 2020 and held it in 6 quarters. The position peaked at $329K in Q2 2021. 65 funds tracked by Wall St. Rank hold OGIG as of Q2 2022.

Berger Financial Group reported no remaining ALPS O'Shares Global Internet Giants ETF position as of Q2 2022 after selling out during the quarter.
Berger Financial Group sold 5,382 ALPS O'Shares Global Internet Giants ETF shares in Q2 2022, an estimated $203K.
Berger Financial Group first reported a position in ALPS O'Shares Global Internet Giants ETF in Q4 2020 and held it in 6 quarters.
Berger Financial Group's ALPS O'Shares Global Internet Giants ETF position peaked at $329K in Q2 2021.
65 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q2 2022.

Based on Berger Financial Group's 13F filing for Q2 2022, filed 8 Aug 2022.