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Castle Wealth Management’s Global X Internet of Things ETF SNSR Stock Holding History

Castle Wealth Management’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
2022
Q4 		– Sell
-480
Closed -$12K – 553
2022
Q3 		$12K Hold
480
– – 0.01% 397
2022
Q2 		$12K Buy
+480
New +$13.8K 0.01% 378

Other funds holding SNSR

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Castle Wealth Management sold out of Global X Internet of Things ETF (SNSR) in Q4 2022, closing a stake of 480 shares — an estimated $12K sold.

Castle Wealth Management first reported a position in SNSR in Q2 2022 and held it in 2 quarters. The position peaked at $12K in Q3 2022. 94 funds tracked by Wall St. Rank hold SNSR as of Q4 2022.

  • Castle Wealth Management reported no remaining Global X Internet of Things ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 480 Global X Internet of Things ETF shares in Q4 2022, an estimated $12K.
  • Castle Wealth Management first reported a position in Global X Internet of Things ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Global X Internet of Things ETF position peaked at $12K in Q3 2022.
  • 94 funds tracked by Wall St. Rank held Global X Internet of Things ETF as of Q4 2022.

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