Cascadia Advisory Services’s Global X Internet of Things ETF SNSR Stock Holding History

Cascadia Advisory Services’s Portfolio SNSR Stock Details SNSR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$306K	Buy	+11,675	New	+$306K	0.09%	182
2019 Q4	$226K	Buy	+9,574	New	+$213K	0.06%	223

Other funds holding SNSR

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

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

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

EAM

Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cascadia Advisory Services's SNSR Position: Q3 2020 in Review

Cascadia Advisory Services opened a new position in Global X Internet of Things ETF (SNSR) in Q3 2020: 11,675 shares worth $306K. The stake represents 0.09% of the portfolio and ranks #182 among its holdings. This is a return to the name: Cascadia Advisory Services previously reported a position in SNSR as recently as Q4 2019.

Cascadia Advisory Services first reported a position in SNSR in Q4 2019 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold SNSR as of Q3 2020.

Cascadia Advisory Services held 11,675 shares of Global X Internet of Things ETF worth $306K as of Q3 2020.
Global X Internet of Things ETF was a new Cascadia Advisory Services position in Q3 2020.
Global X Internet of Things ETF made up 0.09% of Cascadia Advisory Services's portfolio in Q3 2020, its #182 holding.
Cascadia Advisory Services first reported a position in Global X Internet of Things ETF in Q4 2019 and has held it in 2 quarters since.
63 funds tracked by Wall St. Rank held Global X Internet of Things ETF as of Q3 2020.

Based on Cascadia Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.