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

CIC Wealth’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
2024 Q3	$687K	Buy	19,772 +857	+5%	+$29.8K	0.18%	88
2024 Q2	$679K	Sell	18,915 -20	-0.1%	-$714	0.19%	86
2024 Q1	$686K	Sell	18,935 -2,728	-13%	-$94.9K	0.2%	86
2023 Q4	$765K	Sell	21,663 -425	-2%	-$13.4K	0.24%	78
2023 Q3	$677K	Sell	22,088 -135	-0.6%	-$4.43K	0.24%	80
2023 Q2	$769K	Sell	22,223 -640	-3%	-$20.7K	0.27%	72
2023 Q1	$761K	Sell	22,863 -139	-0.6%	-$4.45K	0.29%	72
2022 Q4	$665K	Buy	+23,002	New	+$654K	0.27%	78

Other funds holding SNSR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIC Wealth's SNSR Position: Q3 2024 in Review

CIC Wealth increased its Global X Internet of Things ETF (SNSR) stake by 4.5% in Q3 2024, buying an estimated $29.8K and bringing the position to 19,772 shares worth $687K. The position accounts for 0.18% of the portfolio, ranked #88.

CIC Wealth first reported a position in SNSR in Q4 2022 and has held it in 8 quarters since. The position peaked at $769K in Q2 2023. 75 funds tracked by Wall St. Rank hold SNSR as of Q3 2024.

CIC Wealth held 19,772 shares of Global X Internet of Things ETF worth $687K as of Q3 2024.
CIC Wealth bought 857 Global X Internet of Things ETF shares in Q3 2024, an estimated $29.8K.
Global X Internet of Things ETF made up 0.18% of CIC Wealth's portfolio in Q3 2024, its #88 holding.
CIC Wealth first reported a position in Global X Internet of Things ETF in Q4 2022 and has held it in 8 quarters since.
CIC Wealth's Global X Internet of Things ETF position peaked at $769K in Q2 2023.
75 funds tracked by Wall St. Rank held Global X Internet of Things ETF as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.