GI
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Gradient Investments’s Global X ClimateTech ETF CTEC Stock Holding History

Gradient Investments’s Portfolio CTEC Stock Details CTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-32
Closed -$3K – 1245
2021
Q3 		$3K Hold
32
– – ﹤0.01% 941
2021
Q2 		$3K Hold
32
– – ﹤0.01% 934
2021
Q1 		$4K Buy
+32
New +$3.98K ﹤0.01% 910

Other funds holding CTEC

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Gradient Investments's CTEC Position: Q4 2021 in Review

Gradient Investments sold out of Global X ClimateTech ETF (CTEC) in Q4 2021, closing a stake of 32 shares — an estimated $3K sold.

Gradient Investments first reported a position in CTEC in Q1 2021 and held it in 3 quarters. The position peaked at $4K in Q1 2021. 35 funds tracked by Wall St. Rank hold CTEC as of Q4 2021.

  • Gradient Investments reported no remaining Global X ClimateTech ETF position as of Q4 2021 after selling out during the quarter.
  • Gradient Investments sold 32 Global X ClimateTech ETF shares in Q4 2021, an estimated $3K.
  • Gradient Investments first reported a position in Global X ClimateTech ETF in Q1 2021 and held it in 3 quarters.
  • Gradient Investments's Global X ClimateTech ETF position peaked at $4K in Q1 2021.
  • 35 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q4 2021.

Based on Gradient Investments's 13F filing for Q4 2021, filed 12 Jan 2022.