CW
SCIU

CreativeOne Wealth’s Global X Scientific Beta US ETF SCIU Stock Holding History

CreativeOne Wealth’s Portfolio SCIU Stock Details SCIU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-125,313
Closed -$3.36M – 260
2020
Q1 		$3.36M Buy
125,313
+65,120
+108% +$2.14M 0.64% 29
2019
Q4 		$2.12M Buy
60,193
+12,485
+26% +$427K 0.36% 54
2019
Q3 		$1.61M Buy
47,708
+18,197
+62% +$604K 0.31% 51
2019
Q2 		$968K Buy
29,511
+8,845
+43% +$286K 0.2% 61
2019
Q1 		$654K Buy
+20,666
New +$629K 0.17% 53

Other funds holding SCIU

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WFA
Wade Financial Advisory Campbell, California $292M AUM 5.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CreativeOne Wealth's SCIU Position: Q2 2020 in Review

CreativeOne Wealth sold out of Global X Scientific Beta US ETF (SCIU) in Q2 2020, closing a stake of 125,313 shares — an estimated $3.36M sold.

CreativeOne Wealth first reported a position in SCIU in Q1 2019 and held it in 5 quarters. The position peaked at $3.36M in Q1 2020. 15 funds tracked by Wall St. Rank hold SCIU as of Q2 2020.

  • CreativeOne Wealth reported no remaining Global X Scientific Beta US ETF position as of Q2 2020 after selling out during the quarter.
  • CreativeOne Wealth sold 125,313 Global X Scientific Beta US ETF shares in Q2 2020, an estimated $3.36M.
  • CreativeOne Wealth first reported a position in Global X Scientific Beta US ETF in Q1 2019 and held it in 5 quarters.
  • CreativeOne Wealth's Global X Scientific Beta US ETF position peaked at $3.36M in Q1 2020.
  • 15 funds tracked by Wall St. Rank held Global X Scientific Beta US ETF as of Q2 2020.

Based on CreativeOne Wealth's 13F filing for Q2 2020, filed 13 Aug 2020.