Capital Asset Advisory Services’s Global X ClimateTech ETF CTEC Stock Holding History

Capital Asset Advisory Services’s Portfolio CTEC Stock Details CTEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-47	Closed	-$4K	–	614
2021 Q3	$4K	Hold	47	–	–	﹤0.01%	648
2021 Q2	$5K	Hold	47	–	–	﹤0.01%	660
2021 Q1	$5K	Buy	+47	New	+$5.84K	﹤0.01%	626

Other funds holding CTEC

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

SWP

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Capital Asset Advisory Services's CTEC Position: Q4 2021 in Review

Capital Asset Advisory Services sold out of Global X ClimateTech ETF (CTEC) in Q4 2021, closing a stake of 47 shares — an estimated $4K sold.

Capital Asset Advisory Services first reported a position in CTEC in Q1 2021 and held it in 3 quarters. The position peaked at $5K in Q2 2021. 35 funds tracked by Wall St. Rank hold CTEC as of Q4 2021.

Capital Asset Advisory Services reported no remaining Global X ClimateTech ETF position as of Q4 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 47 Global X ClimateTech ETF shares in Q4 2021, an estimated $4K.
Capital Asset Advisory Services first reported a position in Global X ClimateTech ETF in Q1 2021 and held it in 3 quarters.
Capital Asset Advisory Services's Global X ClimateTech ETF position peaked at $5K in Q2 2021.
35 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q4 2021.

Based on Capital Asset Advisory Services's 13F filing for Q4 2021, filed 4 Feb 2022.