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Coppell Advisory Solutions’s Global X ClimateTech ETF CTEC Stock Holding History

Coppell Advisory Solutions’s Portfolio CTEC Stock Details CTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-21
Closed -$719 – 641
2024
Q4 		$719 Hold
21
– – ﹤0.01% 1713
2024
Q3 		$864 Buy
+21
New +$837 ﹤0.01% 1592

Other funds holding CTEC

MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Coppell Advisory Solutions's CTEC Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Global X ClimateTech ETF (CTEC) in Q1 2025, closing a stake of 21 shares — an estimated $719 sold.

Coppell Advisory Solutions first reported a position in CTEC in Q3 2024 and held it in 2 quarters. The position peaked at $864 in Q3 2024. 22 funds tracked by Wall St. Rank hold CTEC as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Global X ClimateTech ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 21 Global X ClimateTech ETF shares in Q1 2025, an estimated $719.
  • Coppell Advisory Solutions first reported a position in Global X ClimateTech ETF in Q3 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's Global X ClimateTech ETF position peaked at $864 in Q3 2024.
  • 22 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.