Charter Oak Capital Management’s Global X E-commerce ETF EBIZ Stock Holding History

Charter Oak Capital Management’s Portfolio EBIZ Stock Details EBIZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,500	Closed	-$41K	–	979
2021 Q4	$41K	Buy	+1,500	New	+$45K	﹤0.01%	384

Other funds holding EBIZ

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SAS

Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return

Charter Oak Capital Management's EBIZ Position: Q1 2022 in Review

Charter Oak Capital Management sold out of Global X E-commerce ETF (EBIZ) in Q1 2022, closing a stake of 1,500 shares — an estimated $41K sold.

Charter Oak Capital Management first reported a position in EBIZ in Q4 2021 and held it in 1 quarter. The position peaked at $41K in Q4 2021. 32 funds tracked by Wall St. Rank hold EBIZ as of Q1 2022.

Charter Oak Capital Management reported no remaining Global X E-commerce ETF position as of Q1 2022 after selling out during the quarter.
Charter Oak Capital Management sold 1,500 Global X E-commerce ETF shares in Q1 2022, an estimated $41K.
Charter Oak Capital Management first reported a position in Global X E-commerce ETF in Q4 2021 and held it in 1 quarter.
Charter Oak Capital Management's Global X E-commerce ETF position peaked at $41K in Q4 2021.
32 funds tracked by Wall St. Rank held Global X E-commerce ETF as of Q1 2022.

Based on Charter Oak Capital Management's 13F filing for Q1 2022, filed 5 May 2022.