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CreativeOne Wealth’s Global X ClimateTech ETF CTEC Stock Holding History

CreativeOne Wealth’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
-9,455
Closed -$321K – 1082
2024
Q4 		$321K Sell
9,455
-1,905
-17% -$69.8K 0.01% 851
2024
Q3 		$475K Buy
11,360
+553
+5% +$22K 0.02% 642
2024
Q2 		$431K Sell
10,807
-1,044
-9% -$47.5K 0.02% 515
2024
Q1 		$570K Sell
11,851
-1,872
-14% -$87.7K 0.02% 530
2023
Q4 		$742K Buy
13,723
+1,675
+14% +$82.7K 0.05% 302
2023
Q3 		$659K Buy
12,048
+1,195
+11% +$78.2K 0.05% 295
2023
Q2 		$798K Buy
10,853
+77
+0.7% +$5.67K 0.04% 374
2023
Q1 		$858K Buy
10,776
+1,070
+11% +$84.6K 0.04% 333
2022
Q4 		$709K Buy
9,706
+114
+1% +$8.46K 0.04% 347
2022
Q3 		$667K Sell
9,592
-2,244
-19% -$174K 0.04% 340
2022
Q2 		$807K Sell
11,836
-215
-2% -$15.5K 0.04% 302
2022
Q1 		$1M Sell
12,051
-2,192
-15% -$170K 0.05% 272
2021
Q4 		$1.25M Sell
14,243
-7,083
-33% -$702K 0.06% 253
2021
Q3 		$1.99M Buy
21,326
+8,315
+64% +$812K 0.12% 150
2021
Q2 		$1.35M Buy
13,011
+2,833
+28% +$279K 0.08% 197
2021
Q1 		$1.13M Buy
+10,178
New +$1.26M 0.09% 190

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

CreativeOne Wealth's CTEC Position: Q1 2025 in Review

CreativeOne Wealth sold out of Global X ClimateTech ETF (CTEC) in Q1 2025, closing a stake of 9,455 shares — an estimated $321K sold.

CreativeOne Wealth first reported a position in CTEC in Q1 2021 and held it in 16 quarters. The position peaked at $1.99M in Q3 2021. 22 funds tracked by Wall St. Rank hold CTEC as of Q1 2025.

  • CreativeOne Wealth reported no remaining Global X ClimateTech ETF position as of Q1 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 9,455 Global X ClimateTech ETF shares in Q1 2025, an estimated $321K.
  • CreativeOne Wealth first reported a position in Global X ClimateTech ETF in Q1 2021 and held it in 16 quarters.
  • CreativeOne Wealth's Global X ClimateTech ETF position peaked at $1.99M in Q3 2021.
  • 22 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.