CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Global X ClimateTech ETF CTEC Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q3 		– Sell
-10
Closed -$1K – 2494
2022
Q2 		$1K Hold
10
– – ﹤0.01% 4654
2022
Q1 		$1K Hold
10
– – ﹤0.01% 4671
2021
Q4 		$1K Hold
10
– – ﹤0.01% 4551
2021
Q3 		$1K Sell
10
-30
-75% -$2.93K ﹤0.01% 4411
2021
Q2 		$4K Hold
40
– – ﹤0.01% 3940
2021
Q1 		$4K Buy
+40
New +$4.97K ﹤0.01% 3798

Other funds holding CTEC

MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

CAPTRUST Financial Advisors's CTEC Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Global X ClimateTech ETF (CTEC) in Q3 2022, closing a stake of 10 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in CTEC in Q1 2021 and held it in 6 quarters. The position peaked at $4K in Q2 2021. 27 funds tracked by Wall St. Rank hold CTEC as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Global X ClimateTech ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 10 Global X ClimateTech ETF shares in Q3 2022, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in Global X ClimateTech ETF in Q1 2021 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's Global X ClimateTech ETF position peaked at $4K in Q2 2021.
  • 27 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.