Carolinas Wealth Consulting’s Global X Video Games & Esports ETF HERO Stock Holding History

Carolinas Wealth Consulting’s Portfolio HERO Stock Details HERO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-840	Closed	-$17K	–	1096
2023 Q4	$17K	Hold	840	–	–	﹤0.01%	474
2023 Q3	$15.2K	Buy	840 +1	+0.1%	+$20	﹤0.01%	468
2023 Q2	$17.2K	Hold	839	–	–	﹤0.01%	501
2023 Q1	$17.1K	Hold	839	–	–	﹤0.01%	520
2022 Q4	$15.7K	Hold	839	–	–	﹤0.01%	541
2022 Q3	$15K	Buy	839 +2	+0.2%	+$42	﹤0.01%	494
2022 Q2	$18K	Hold	837	–	–	﹤0.01%	473
2022 Q1	$21K	Buy	837 +6	+0.7%	+$155	﹤0.01%	474
2021 Q4	$24K	Hold	831	–	–	0.01%	459
2021 Q3	$23K	Buy	+831	New	+$25K	0.01%	448

Other funds holding HERO

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carolinas Wealth Consulting's HERO Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Global X Video Games & Esports ETF (HERO) in Q1 2024, closing a stake of 840 shares — an estimated $17K sold.

Carolinas Wealth Consulting first reported a position in HERO in Q3 2021 and held it in 10 quarters. The position peaked at $24K in Q4 2021. 55 funds tracked by Wall St. Rank hold HERO as of Q1 2024.

Carolinas Wealth Consulting reported no remaining Global X Video Games & Esports ETF position as of Q1 2024 after selling out during the quarter.
Carolinas Wealth Consulting sold 840 Global X Video Games & Esports ETF shares in Q1 2024, an estimated $17K.
Carolinas Wealth Consulting first reported a position in Global X Video Games & Esports ETF in Q3 2021 and held it in 10 quarters.
Carolinas Wealth Consulting's Global X Video Games & Esports ETF position peaked at $24K in Q4 2021.
55 funds tracked by Wall St. Rank held Global X Video Games & Esports ETF as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.