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Castle Wealth Management’s EMQQ The Emerging Markets Internet & Ecommerce ETF EMQQ Stock Holding History

Castle Wealth Management’s Portfolio EMQQ Stock Details EMQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-500
Closed -$13K – 269
2022
Q3 		$13K Hold
500
– – 0.01% 380
2022
Q2 		$16K Buy
+500
New +$15.4K 0.01% 342

Other funds holding EMQQ

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Castle Wealth Management's EMQQ Position: Q4 2022 in Review

Castle Wealth Management sold out of EMQQ The Emerging Markets Internet & Ecommerce ETF (EMQQ) in Q4 2022, closing a stake of 500 shares — an estimated $13K sold.

Castle Wealth Management first reported a position in EMQQ in Q2 2022 and held it in 2 quarters. The position peaked at $16K in Q2 2022. 135 funds tracked by Wall St. Rank hold EMQQ as of Q4 2022.

  • Castle Wealth Management reported no remaining EMQQ The Emerging Markets Internet & Ecommerce ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 500 EMQQ The Emerging Markets Internet & Ecommerce ETF shares in Q4 2022, an estimated $13K.
  • Castle Wealth Management first reported a position in EMQQ The Emerging Markets Internet & Ecommerce ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's EMQQ The Emerging Markets Internet & Ecommerce ETF position peaked at $16K in Q2 2022.
  • 135 funds tracked by Wall St. Rank held EMQQ The Emerging Markets Internet & Ecommerce ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.