CFS Investment Advisory Services’s Global X Renewable Energy Producers ETF RNRG Stock Holding History

CFS Investment Advisory Services’s Portfolio RNRG Stock Details RNRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-8,322	Closed	-$82K	–	234
2022 Q3	$82K	Buy	+8,322	New	+$368K	0.02%	128
2022 Q2	–	Sell	-14,127	Closed	-$181K	–	466
2022 Q1	$181K	Buy	+14,127	New	+$629K	0.79%	27

Other funds holding RNRG

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

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

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

LFASL

Lugano Financial Advisors SA (LFA) Lugano, Switzerland $197M AUM 14.82% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

ICM

Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return

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

CFS Investment Advisory Services's RNRG Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of Global X Renewable Energy Producers ETF (RNRG) in Q4 2022, closing a stake of 8,322 shares — an estimated $82K sold.

CFS Investment Advisory Services first reported a position in RNRG in Q1 2022 and held it in 2 quarters. The position peaked at $181K in Q1 2022. 40 funds tracked by Wall St. Rank hold RNRG as of Q4 2022.

CFS Investment Advisory Services reported no remaining Global X Renewable Energy Producers ETF position as of Q4 2022 after selling out during the quarter.
CFS Investment Advisory Services sold 8,322 Global X Renewable Energy Producers ETF shares in Q4 2022, an estimated $82K.
CFS Investment Advisory Services first reported a position in Global X Renewable Energy Producers ETF in Q1 2022 and held it in 2 quarters.
CFS Investment Advisory Services's Global X Renewable Energy Producers ETF position peaked at $181K in Q1 2022.
40 funds tracked by Wall St. Rank held Global X Renewable Energy Producers ETF as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.