Congress Wealth Management’s Global X Solar ETF RAYS Stock Holding History

Congress Wealth Management’s Portfolio RAYS Stock Details RAYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-150,793	Closed	-$3.54M	–	632
2021 Q4	$3.54M	Buy	+150,793	New	+$3.8M	0.07%	262

Other funds holding RAYS

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

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

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

Congress Wealth Management's RAYS Position: Q1 2022 in Review

Congress Wealth Management sold out of Global X Solar ETF (RAYS) in Q1 2022, closing a stake of 150,793 shares — an estimated $3.54M sold.

Congress Wealth Management first reported a position in RAYS in Q4 2021 and held it in 1 quarter. The position peaked at $3.54M in Q4 2021. 5 funds tracked by Wall St. Rank hold RAYS as of Q1 2022.

Congress Wealth Management reported no remaining Global X Solar ETF position as of Q1 2022 after selling out during the quarter.
Congress Wealth Management sold 150,793 Global X Solar ETF shares in Q1 2022, an estimated $3.54M.
Congress Wealth Management first reported a position in Global X Solar ETF in Q4 2021 and held it in 1 quarter.
Congress Wealth Management's Global X Solar ETF position peaked at $3.54M in Q4 2021.
5 funds tracked by Wall St. Rank held Global X Solar ETF as of Q1 2022.

Based on Congress Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.