GM
SCIU

GeoWealth Management’s Global X Scientific Beta US ETF SCIU Stock Holding History

GeoWealth Management’s Portfolio SCIU Stock Details SCIU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-42,889
Closed -$1.45M – 242
2019
Q3 		$1.45M Buy
+42,889
New +$1.42M 0.33% 49

Other funds holding SCIU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
WFA
Wade Financial Advisory Campbell, California $292M AUM 5.04% 1-Year Est. Return

GeoWealth Management's SCIU Position: Q4 2019 in Review

GeoWealth Management sold out of Global X Scientific Beta US ETF (SCIU) in Q4 2019, closing a stake of 42,889 shares — an estimated $1.45M sold.

GeoWealth Management first reported a position in SCIU in Q3 2019 and held it in 1 quarter. The position peaked at $1.45M in Q3 2019. 20 funds tracked by Wall St. Rank hold SCIU as of Q4 2019.

  • GeoWealth Management reported no remaining Global X Scientific Beta US ETF position as of Q4 2019 after selling out during the quarter.
  • GeoWealth Management sold 42,889 Global X Scientific Beta US ETF shares in Q4 2019, an estimated $1.45M.
  • GeoWealth Management first reported a position in Global X Scientific Beta US ETF in Q3 2019 and held it in 1 quarter.
  • GeoWealth Management's Global X Scientific Beta US ETF position peaked at $1.45M in Q3 2019.
  • 20 funds tracked by Wall St. Rank held Global X Scientific Beta US ETF as of Q4 2019.

Based on GeoWealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.