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

Evoke 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
2022 Q4	–	Sell	-518	Closed	-$36K	–	538
2022 Q3	$36K	Hold	518	–	–	﹤0.01%	561
2022 Q2	$35K	Buy	518 +18	+4%	+$1.3K	﹤0.01%	567
2022 Q1	$42K	Buy	500 +4	+0.8%	+$311	﹤0.01%	549
2021 Q4	$44K	Hold	496	–	–	﹤0.01%	547
2021 Q3	$46K	Hold	496	–	–	﹤0.01%	515
2021 Q2	$52K	Buy	+496	New	+$48.8K	﹤0.01%	519

Other funds holding CTEC

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth's CTEC Position: Q4 2022 in Review

Evoke Wealth sold out of Global X ClimateTech ETF (CTEC) in Q4 2022, closing a stake of 518 shares — an estimated $36K sold.

Evoke Wealth first reported a position in CTEC in Q2 2021 and held it in 6 quarters. The position peaked at $52K in Q2 2021. 32 funds tracked by Wall St. Rank hold CTEC as of Q4 2022.

Evoke Wealth reported no remaining Global X ClimateTech ETF position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 518 Global X ClimateTech ETF shares in Q4 2022, an estimated $36K.
Evoke Wealth first reported a position in Global X ClimateTech ETF in Q2 2021 and held it in 6 quarters.
Evoke Wealth's Global X ClimateTech ETF position peaked at $52K in Q2 2021.
32 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.