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Goldstone Financial Group’s ALPS O'Shares Global Internet Giants ETF OGIG Stock Holding History

Goldstone Financial Group’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
2026
Q1 		– Sell
-4,979
Closed -$262K – 233
2025
Q4 		$262K Sell
4,979
-4,183
-46% -$230K 0.03% 201
2025
Q3 		$526K Buy
9,162
+33
+0.4% +$1.81K 0.06% 158
2025
Q2 		$490K Sell
9,129
-661
-7% -$31.6K 0.06% 155
2025
Q1 		$427K Buy
9,790
+364
+4% +$17.4K 0.06% 143
2024
Q4 		$434K Sell
9,426
-1,718
-15% -$78K 0.07% 135
2024
Q3 		$466K Sell
11,144
-6,282
-36% -$244K 0.08% 123
2024
Q2 		$686K Sell
17,426
-4,908
-22% -$187K 0.14% 99
2024
Q1 		$856K Sell
22,334
-1,106
-5% -$41.7K 0.2% 80
2023
Q4 		$856K Sell
23,440
-1,655
-7% -$54.5K 0.22% 78
2023
Q3 		$776K Sell
25,095
-624
-2% -$20.1K 0.23% 84
2023
Q2 		$823K Sell
25,719
-1,368
-5% -$40.3K 0.24% 76
2023
Q1 		$779K Buy
+27,087
New +$731K 0.26% 68

Other funds holding OGIG

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldstone Financial Group's OGIG Position: Q1 2026 in Review

Goldstone Financial Group sold out of ALPS O'Shares Global Internet Giants ETF (OGIG) in Q1 2026, closing a stake of 4,979 shares — an estimated $262K sold.

Goldstone Financial Group first reported a position in OGIG in Q1 2023 and held it in 12 quarters. The position peaked at $856K in Q1 2024. 60 funds tracked by Wall St. Rank hold OGIG as of Q1 2026.

  • Goldstone Financial Group reported no remaining ALPS O'Shares Global Internet Giants ETF position as of Q1 2026 after selling out during the quarter.
  • Goldstone Financial Group sold 4,979 ALPS O'Shares Global Internet Giants ETF shares in Q1 2026, an estimated $262K.
  • Goldstone Financial Group first reported a position in ALPS O'Shares Global Internet Giants ETF in Q1 2023 and held it in 12 quarters.
  • Goldstone Financial Group's ALPS O'Shares Global Internet Giants ETF position peaked at $856K in Q1 2024.
  • 60 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.