Financial Planners of Cleveland’s Guinness Atkinson Smart Transportation & Technology ETF MOTO Stock Holding History

Financial Planners of Cleveland’s Portfolio MOTO Stock Details MOTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,999	Closed	-$288K	–	81
2021 Q4	$288K	Buy	+5,999	New	+$284K	0.12%	68

Other funds holding MOTO

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Patten Group Chattanooga, Tennessee $643M AUM 30.24% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Planners of Cleveland's MOTO Position: Q1 2022 in Review

Financial Planners of Cleveland sold out of Guinness Atkinson Smart Transportation & Technology ETF (MOTO) in Q1 2022, closing a stake of 5,999 shares — an estimated $288K sold.

Financial Planners of Cleveland first reported a position in MOTO in Q4 2021 and held it in 1 quarter. The position peaked at $288K in Q4 2021. 5 funds tracked by Wall St. Rank hold MOTO as of Q1 2022.

Financial Planners of Cleveland reported no remaining Guinness Atkinson Smart Transportation & Technology ETF position as of Q1 2022 after selling out during the quarter.
Financial Planners of Cleveland sold 5,999 Guinness Atkinson Smart Transportation & Technology ETF shares in Q1 2022, an estimated $288K.
Financial Planners of Cleveland first reported a position in Guinness Atkinson Smart Transportation & Technology ETF in Q4 2021 and held it in 1 quarter.
Financial Planners of Cleveland's Guinness Atkinson Smart Transportation & Technology ETF position peaked at $288K in Q4 2021.
5 funds tracked by Wall St. Rank held Guinness Atkinson Smart Transportation & Technology ETF as of Q1 2022.

Based on Financial Planners of Cleveland's 13F filing for Q1 2022, filed 14 Apr 2022.