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Ellis Investment Partners’s Global X ClimateTech ETF CTEC Stock Holding History

Ellis Investment Partners’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
2022
Q4 		– Sell
-24
Closed -$1K – 304
2022
Q3 		$1K Hold
24
– – ﹤0.01% 747
2022
Q2 		$1K Buy
24
+5
+26% +$361 ﹤0.01% 753
2022
Q1 		$1K Hold
19
– – ﹤0.01% 778
2021
Q4 		$1K Hold
19
– – ﹤0.01% 772
2021
Q3 		$1K Hold
19
– – ﹤0.01% 756
2021
Q2 		$1K Hold
19
– – ﹤0.01% 753
2021
Q1 		$2K Buy
+19
New +$2.36K ﹤0.01% 719

Other funds holding CTEC

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ellis Investment Partners's CTEC Position: Q4 2022 in Review

Ellis Investment Partners sold out of Global X ClimateTech ETF (CTEC) in Q4 2022, closing a stake of 24 shares — an estimated $1K sold.

Ellis Investment Partners first reported a position in CTEC in Q1 2021 and held it in 7 quarters. The position peaked at $2K in Q1 2021. 32 funds tracked by Wall St. Rank hold CTEC as of Q4 2022.

  • Ellis Investment Partners reported no remaining Global X ClimateTech ETF position as of Q4 2022 after selling out during the quarter.
  • Ellis Investment Partners sold 24 Global X ClimateTech ETF shares in Q4 2022, an estimated $1K.
  • Ellis Investment Partners first reported a position in Global X ClimateTech ETF in Q1 2021 and held it in 7 quarters.
  • Ellis Investment Partners's Global X ClimateTech ETF position peaked at $2K in Q1 2021.
  • 32 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.