Glassman Wealth Services’s Global X Solar ETF RAYS Stock Holding History

Glassman Wealth Services’s Portfolio RAYS Stock Details RAYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-200	Closed	-$2.7K	–	2058
2023 Q3	$2.7K	Buy	+200	New	+$3.17K	﹤0.01%	1240
2023 Q1	–	Sell	-300	Closed	-$6.11K	–	1968
2022 Q4	$6.11K	Buy	300 +200	+200%	+$4.15K	﹤0.01%	969
2022 Q3	$2K	Buy	+100	New	+$2.31K	﹤0.01%	1257

Other funds holding RAYS

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Howe & Rusling Rochester, New York $1.53B AUM 21.45% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Glassman Wealth Services's RAYS Position: Q4 2023 in Review

Glassman Wealth Services sold out of Global X Solar ETF (RAYS) in Q4 2023, closing a stake of 200 shares — an estimated $2.7K sold.

Glassman Wealth Services first reported a position in RAYS in Q3 2022 and held it in 3 quarters. The position peaked at $6.11K in Q4 2022. 6 funds tracked by Wall St. Rank hold RAYS as of Q4 2023.

Glassman Wealth Services reported no remaining Global X Solar ETF position as of Q4 2023 after selling out during the quarter.
Glassman Wealth Services sold 200 Global X Solar ETF shares in Q4 2023, an estimated $2.7K.
Glassman Wealth Services first reported a position in Global X Solar ETF in Q3 2022 and held it in 3 quarters.
Glassman Wealth Services's Global X Solar ETF position peaked at $6.11K in Q4 2022.
6 funds tracked by Wall St. Rank held Global X Solar ETF as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.