Global Retirement Partners’s ALPS O'Shares Global Internet Giants ETF OGIG Stock Holding History

Global Retirement Partners’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
2024 Q1	–	Sell	-144	Closed	-$5.19K	–	3454
2023 Q4	$5.19K	Sell	144 -152	-51%	-$5.01K	﹤0.01%	2310
2023 Q3	$9.05K	Hold	296	–	–	﹤0.01%	1992
2023 Q2	$9.47K	Hold	296	–	–	﹤0.01%	1983
2023 Q1	$7.83K	Hold	296	–	–	﹤0.01%	2003
2022 Q4	$7.19K	Hold	296	–	–	﹤0.01%	1900
2022 Q3	$7K	Hold	296	–	–	﹤0.01%	1821
2022 Q2	$8K	Buy	296 +7	+2%	+$211	﹤0.01%	1742
2022 Q1	$7K	Buy	+289	New	+$11.5K	﹤0.01%	1783
2018 Q3	–	Sell	-416	Closed	-$10K	–	1564
2018 Q2	$10K	Buy	+416	New	+$10.4K	﹤0.01%	997

Other funds holding OGIG

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Global Retirement Partners's OGIG Position: Q1 2024 in Review

Global Retirement Partners sold out of ALPS O'Shares Global Internet Giants ETF (OGIG) in Q1 2024, closing a stake of 144 shares — an estimated $5.19K sold.

Global Retirement Partners first reported a position in OGIG in Q2 2018 and held it in 9 quarters. The position peaked at $10K in Q2 2018. 53 funds tracked by Wall St. Rank hold OGIG as of Q1 2024.

Global Retirement Partners reported no remaining ALPS O'Shares Global Internet Giants ETF position as of Q1 2024 after selling out during the quarter.
Global Retirement Partners sold 144 ALPS O'Shares Global Internet Giants ETF shares in Q1 2024, an estimated $5.19K.
Global Retirement Partners first reported a position in ALPS O'Shares Global Internet Giants ETF in Q2 2018 and held it in 9 quarters.
Global Retirement Partners's ALPS O'Shares Global Internet Giants ETF position peaked at $10K in Q2 2018.
53 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q1 2024.

Based on Global Retirement Partners's 13F filing for Q1 2024, filed 23 Apr 2024.