FIA
OGIG icon

Foundations Investment Advisors’s ALPS O'Shares Global Internet Giants ETF OGIG Stock Holding History

Foundations Investment Advisors’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
2020
Q3 		– Sell
-10,459
Closed -$411K – 176
2020
Q2 		$411K Buy
+10,459
New +$332K 0.04% 110

Other funds holding OGIG

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Foundations Investment Advisors's OGIG Position: Q3 2020 in Review

Foundations Investment Advisors sold out of ALPS O'Shares Global Internet Giants ETF (OGIG) in Q3 2020, closing a stake of 10,459 shares — an estimated $411K sold.

Foundations Investment Advisors first reported a position in OGIG in Q2 2020 and held it in 1 quarter. The position peaked at $411K in Q2 2020. 61 funds tracked by Wall St. Rank hold OGIG as of Q3 2020.

  • Foundations Investment Advisors reported no remaining ALPS O'Shares Global Internet Giants ETF position as of Q3 2020 after selling out during the quarter.
  • Foundations Investment Advisors sold 10,459 ALPS O'Shares Global Internet Giants ETF shares in Q3 2020, an estimated $411K.
  • Foundations Investment Advisors first reported a position in ALPS O'Shares Global Internet Giants ETF in Q2 2020 and held it in 1 quarter.
  • Foundations Investment Advisors's ALPS O'Shares Global Internet Giants ETF position peaked at $411K in Q2 2020.
  • 61 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q3 2020.

Based on Foundations Investment Advisors's 13F filing for Q3 2020, filed 7 Oct 2020.