Congress Wealth Management
CLOU icon

Congress Wealth Management’s Global X Cloud Computing ETF CLOU Stock Holding History

Congress Wealth Management’s Portfolio CLOU Stock Details CLOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$956K Sell
40,965
-670
-2% -$14.7K 0.01% 722
2025
Q1 		$874K Buy
+41,635
New +$995K 0.01% 667

Other funds holding CLOU

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Congress Wealth Management's CLOU Position: Q2 2025 in Review

Congress Wealth Management reduced its Global X Cloud Computing ETF (CLOU) stake by 1.6% in Q2 2025, selling an estimated $14.7K and leaving 40,965 shares worth $956K. The position accounts for 0.01% of the portfolio, ranked #722.

Congress Wealth Management first reported a position in CLOU in Q1 2025 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold CLOU as of Q2 2025.

  • Congress Wealth Management held 40,965 shares of Global X Cloud Computing ETF worth $956K as of Q2 2025.
  • Congress Wealth Management sold 670 Global X Cloud Computing ETF shares in Q2 2025, an estimated $14.7K.
  • Global X Cloud Computing ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #722 holding.
  • Congress Wealth Management first reported a position in Global X Cloud Computing ETF in Q1 2025 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held Global X Cloud Computing ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.