GWMIA
CLIX icon

Global Wealth Management Investment Advisory’s ProShares Long Online/Short Stores ETF CLIX Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio CLIX Stock Details CLIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-40
Closed -$2K – 502
2022
Q1 		$2K Hold
40
– – ﹤0.01% 410
2021
Q4 		$2K Hold
40
– – ﹤0.01% 396
2021
Q3 		$3K Hold
40
– – ﹤0.01% 385
2021
Q2 		$3K Hold
40
– – ﹤0.01% 367
2021
Q1 		$3K Hold
40
– – ﹤0.01% 385
2020
Q4 		$4K Hold
40
– – ﹤0.01% 348
2020
Q3 		$3K Hold
40
– – ﹤0.01% 361
2020
Q2 		$3K Hold
40
– – ﹤0.01% 474
2020
Q1 		$2K Hold
40
– – ﹤0.01% 499
2019
Q4 		$2K Buy
+40
New +$1.92K ﹤0.01% 506

Other funds holding CLIX

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Wealth Management Investment Advisory's CLIX Position: Q2 2022 in Review

Global Wealth Management Investment Advisory sold out of ProShares Long Online/Short Stores ETF (CLIX) in Q2 2022, closing a stake of 40 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in CLIX in Q4 2019 and held it in 10 quarters. The position peaked at $4K in Q4 2020. 19 funds tracked by Wall St. Rank hold CLIX as of Q2 2022.

  • Global Wealth Management Investment Advisory reported no remaining ProShares Long Online/Short Stores ETF position as of Q2 2022 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 40 ProShares Long Online/Short Stores ETF shares in Q2 2022, an estimated $2K.
  • Global Wealth Management Investment Advisory first reported a position in ProShares Long Online/Short Stores ETF in Q4 2019 and held it in 10 quarters.
  • Global Wealth Management Investment Advisory's ProShares Long Online/Short Stores ETF position peaked at $4K in Q4 2020.
  • 19 funds tracked by Wall St. Rank held ProShares Long Online/Short Stores ETF as of Q2 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.