Financial Advocates Investment Management’s Global X MSCI China Consumer Discretionary ETF CHIQ Stock Holding History

Financial Advocates Investment Management’s Portfolio CHIQ Stock Details CHIQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,318	Closed	-$402K	–	705
2023 Q1	$402K	Buy	+6,318	New	+$134K	0.03%	474

Other funds holding CHIQ

AWM

Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Financial Advocates Investment Management's CHIQ Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of Global X MSCI China Consumer Discretionary ETF (CHIQ) in Q2 2023, closing a stake of 6,318 shares — an estimated $402K sold.

Financial Advocates Investment Management first reported a position in CHIQ in Q1 2023 and held it in 1 quarter. The position peaked at $402K in Q1 2023. 41 funds tracked by Wall St. Rank hold CHIQ as of Q2 2023.

Financial Advocates Investment Management reported no remaining Global X MSCI China Consumer Discretionary ETF position as of Q2 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 6,318 Global X MSCI China Consumer Discretionary ETF shares in Q2 2023, an estimated $402K.
Financial Advocates Investment Management first reported a position in Global X MSCI China Consumer Discretionary ETF in Q1 2023 and held it in 1 quarter.
Financial Advocates Investment Management's Global X MSCI China Consumer Discretionary ETF position peaked at $402K in Q1 2023.
41 funds tracked by Wall St. Rank held Global X MSCI China Consumer Discretionary ETF as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.