Financial Perspectives’s ALPS O'Shares Global Internet Giants ETF OGIG Stock Holding History

Financial Perspectives’s Portfolio OGIG Stock Details OGIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.3K	Hold	521	–	–	0.01%	427
2025 Q4	$27.4K	Hold	521	–	–	0.01%	396
2025 Q3	$29.9K	Sell	521 -2,026	-80%	-$111K	0.01%	385
2025 Q2	$136K	Sell	2,547 -516	-17%	-$24.7K	0.04%	190
2025 Q1	$134K	Sell	3,063 -130	-4%	-$6.22K	0.05%	180
2024 Q4	$147K	Sell	3,193 -286	-8%	-$13K	0.05%	171
2024 Q3	$145K	Hold	3,479	–	–	0.05%	169
2024 Q2	$137K	Hold	3,479	–	–	0.05%	171
2024 Q1	$133K	Hold	3,479	–	–	0.05%	173
2023 Q4	$127K	Hold	3,479	–	–	0.05%	174
2023 Q3	$108K	Hold	3,479	–	–	0.05%	176
2023 Q2	$111K	Hold	3,479	–	–	0.05%	179
2023 Q1	$100K	Hold	3,479	–	–	0.05%	183
2022 Q4	$84.5K	Hold	3,479	–	–	0.04%	193
2022 Q3	$88.3K	Sell	3,479 -4,992	-59%	-$144K	0.05%	180
2022 Q2	$229K	Buy	8,471 +17	+0.2%	+$511	0.13%	101
2022 Q1	$318K	Hold	8,454	–	–	0.15%	89
2021 Q4	$416K	Buy	8,454 +5,446	+181%	+$291K	0.2%	69
2021 Q3	$159K	Buy	3,008 +1,504	+100%	+$83.2K	0.08%	133
2021 Q2	$85.8K	Sell	1,504 -1,363	-48%	-$73.3K	0.04%	202
2021 Q1	$55K	Buy	+2,867	New	+$163K	﹤0.01%	554

Other funds holding OGIG

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Financial Perspectives's OGIG Position: Q1 2026 in Review

Financial Perspectives held its ALPS O'Shares Global Internet Giants ETF (OGIG) position steady in Q1 2026 at 521 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #427.

Financial Perspectives first reported a position in OGIG in Q1 2021 and has held it in 21 quarters since. The position peaked at $416K in Q4 2021. 60 funds tracked by Wall St. Rank hold OGIG as of Q1 2026.

Financial Perspectives held 521 shares of ALPS O'Shares Global Internet Giants ETF worth $21.3K as of Q1 2026.
Financial Perspectives left its ALPS O'Shares Global Internet Giants ETF share count unchanged in Q1 2026.
ALPS O'Shares Global Internet Giants ETF made up 0.01% of Financial Perspectives's portfolio in Q1 2026, its #427 holding.
Financial Perspectives first reported a position in ALPS O'Shares Global Internet Giants ETF in Q1 2021 and has held it in 21 quarters since.
Financial Perspectives's ALPS O'Shares Global Internet Giants ETF position peaked at $416K in Q4 2021.
60 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.