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Global Wealth Management Investment Advisory’s ALPS O'Shares Global Internet Giants ETF OGIG Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q3 		– Sell
-100
Closed -$2K – 698
2019
Q2 		$2K Buy
+100
New +$2.46K ﹤0.01% 581

Other funds holding OGIG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Global Wealth Management Investment Advisory's OGIG Position: Q3 2019 in Review

Global Wealth Management Investment Advisory sold out of ALPS O'Shares Global Internet Giants ETF (OGIG) in Q3 2019, closing a stake of 100 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in OGIG in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 18 funds tracked by Wall St. Rank hold OGIG as of Q3 2019.

  • Global Wealth Management Investment Advisory reported no remaining ALPS O'Shares Global Internet Giants ETF position as of Q3 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 100 ALPS O'Shares Global Internet Giants ETF shares in Q3 2019, an estimated $2K.
  • Global Wealth Management Investment Advisory first reported a position in ALPS O'Shares Global Internet Giants ETF in Q2 2019 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's ALPS O'Shares Global Internet Giants ETF position peaked at $2K in Q2 2019.
  • 18 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q3 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2019, filed 14 Nov 2019.