Center for Financial Planning’s Global X Cloud Computing ETF CLOU Stock Holding History

Center for Financial Planning’s Portfolio CLOU Stock Details CLOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.85K	Buy	+300	New	+$6.06K	﹤0.01%	533

Other funds holding CLOU

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

CCA

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

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

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

EFG International Zurich $4.67B AUM

Center for Financial Planning's CLOU Position: Q1 2026 in Review

Center for Financial Planning opened a new position in Global X Cloud Computing ETF (CLOU) in Q1 2026: 300 shares worth $5.85K. The stake represents ﹤0.01% of the portfolio and ranks #533 among its holdings.

82 funds tracked by Wall St. Rank hold CLOU as of Q1 2026.

Center for Financial Planning held 300 shares of Global X Cloud Computing ETF worth $5.85K as of Q1 2026.
Global X Cloud Computing ETF was a new Center for Financial Planning position in Q1 2026.
Global X Cloud Computing ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q1 2026, its #533 holding.
82 funds tracked by Wall St. Rank held Global X Cloud Computing ETF as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.