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Elmwood Wealth Management’s Global X ClimateTech ETF CTEC Stock Holding History

Elmwood Wealth Management’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
Q1 		– Sell
-500
Closed -$44K – 150
2021
Q4 		$44K Buy
+500
New +$49.6K 0.02% 192

Other funds holding CTEC

MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Elmwood Wealth Management's CTEC Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Global X ClimateTech ETF (CTEC) in Q1 2022, closing a stake of 500 shares — an estimated $44K sold.

Elmwood Wealth Management first reported a position in CTEC in Q4 2021 and held it in 1 quarter. The position peaked at $44K in Q4 2021. 30 funds tracked by Wall St. Rank hold CTEC as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Global X ClimateTech ETF position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 500 Global X ClimateTech ETF shares in Q1 2022, an estimated $44K.
  • Elmwood Wealth Management first reported a position in Global X ClimateTech ETF in Q4 2021 and held it in 1 quarter.
  • Elmwood Wealth Management's Global X ClimateTech ETF position peaked at $44K in Q4 2021.
  • 30 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q1 2022.

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