PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Global X E-commerce ETF EBIZ Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio EBIZ Stock Details EBIZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-357	Closed	-$6.47K	–	321
2023 Q3	$6.47K	Hold	357	–	–	﹤0.01%	215
2023 Q2	$6.61K	Hold	357	–	–	﹤0.01%	216
2023 Q1	$6.44K	Hold	357	–	–	0.01%	229
2022 Q4	$5.78K	Buy	+357	New	+$5.69K	0.01%	223

Other funds holding EBIZ

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s EBIZ Position: Q4 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Global X E-commerce ETF (EBIZ) in Q4 2023, closing a stake of 357 shares — an estimated $6.47K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in EBIZ in Q4 2022 and held it in 4 quarters. The position peaked at $6.61K in Q2 2023. 28 funds tracked by Wall St. Rank hold EBIZ as of Q4 2023.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Global X E-commerce ETF position as of Q4 2023 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 357 Global X E-commerce ETF shares in Q4 2023, an estimated $6.47K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Global X E-commerce ETF in Q4 2022 and held it in 4 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Global X E-commerce ETF position peaked at $6.61K in Q2 2023.
28 funds tracked by Wall St. Rank held Global X E-commerce ETF as of Q4 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2023, filed 7 Aug 2026.