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Berman Capital Advisors’s ALPS O'Shares Global Internet Giants ETF OGIG Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$9K Hold
187
– – ﹤0.01% 1226
2021
Q2 		$10K Hold
187
– – ﹤0.01% 1137
2021
Q1 		$9K Hold
187
– – ﹤0.01% 1068
2020
Q4 		$10K Buy
+187
New +$9.23K ﹤0.01% 926

Other funds holding OGIG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Berman Capital Advisors's OGIG Position: Q3 2021 in Review

Berman Capital Advisors held its ALPS O'Shares Global Internet Giants ETF (OGIG) position steady in Q3 2021 at 187 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

Berman Capital Advisors first reported a position in OGIG in Q4 2020 and has held it in 4 quarters since. The position peaked at $10K in Q2 2021. 82 funds tracked by Wall St. Rank hold OGIG as of Q3 2021.

  • Berman Capital Advisors held 187 shares of ALPS O'Shares Global Internet Giants ETF worth $9K as of Q3 2021.
  • Berman Capital Advisors left its ALPS O'Shares Global Internet Giants ETF share count unchanged in Q3 2021.
  • ALPS O'Shares Global Internet Giants ETF made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1226 holding.
  • Berman Capital Advisors first reported a position in ALPS O'Shares Global Internet Giants ETF in Q4 2020 and has held it in 4 quarters since.
  • Berman Capital Advisors's ALPS O'Shares Global Internet Giants ETF position peaked at $10K in Q2 2021.
  • 82 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.