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Clear Perspectives Financial Planning’s Global X Internet of Things ETF SNSR Stock Holding History

Clear Perspectives Financial Planning’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
Q1 		– Sell
-1,650
Closed -$65K – 232
2021
Q4 		$65K Buy
+1,650
New +$63K 0.03% 89

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Clear Perspectives Financial Planning's SNSR Position: Q1 2022 in Review

Clear Perspectives Financial Planning sold out of Global X Internet of Things ETF (SNSR) in Q1 2022, closing a stake of 1,650 shares — an estimated $65K sold.

Clear Perspectives Financial Planning first reported a position in SNSR in Q4 2021 and held it in 1 quarter. The position peaked at $65K in Q4 2021. 93 funds tracked by Wall St. Rank hold SNSR as of Q1 2022.

  • Clear Perspectives Financial Planning reported no remaining Global X Internet of Things ETF position as of Q1 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 1,650 Global X Internet of Things ETF shares in Q1 2022, an estimated $65K.
  • Clear Perspectives Financial Planning first reported a position in Global X Internet of Things ETF in Q4 2021 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's Global X Internet of Things ETF position peaked at $65K in Q4 2021.
  • 93 funds tracked by Wall St. Rank held Global X Internet of Things ETF as of Q1 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.