Client First Investment Management’s Guinness Atkinson Smart Transportation & Technology ETF MOTO Stock Holding History

Client First Investment Management’s Portfolio MOTO Stock Details MOTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-33,678	Closed	-$1.47M	–	28
2024 Q3	$1.47M	Buy	+33,678	New	+$1.44M	1.12%	12

Other funds holding MOTO

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

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

GFG

Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return

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

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

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

Client First Investment Management's MOTO Position: Q4 2024 in Review

Client First Investment Management sold out of Guinness Atkinson Smart Transportation & Technology ETF (MOTO) in Q4 2024, closing a stake of 33,678 shares — an estimated $1.47M sold.

Client First Investment Management first reported a position in MOTO in Q3 2024 and held it in 1 quarter. The position peaked at $1.47M in Q3 2024. 6 funds tracked by Wall St. Rank hold MOTO as of Q4 2024.

Client First Investment Management reported no remaining Guinness Atkinson Smart Transportation & Technology ETF position as of Q4 2024 after selling out during the quarter.
Client First Investment Management sold 33,678 Guinness Atkinson Smart Transportation & Technology ETF shares in Q4 2024, an estimated $1.47M.
Client First Investment Management first reported a position in Guinness Atkinson Smart Transportation & Technology ETF in Q3 2024 and held it in 1 quarter.
Client First Investment Management's Guinness Atkinson Smart Transportation & Technology ETF position peaked at $1.47M in Q3 2024.
6 funds tracked by Wall St. Rank held Guinness Atkinson Smart Transportation & Technology ETF as of Q4 2024.

Based on Client First Investment Management's 13F filing for Q4 2024, filed 15 Jan 2025.