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Gradient Investments’s ALPS O'Shares Global Internet Giants ETF OGIG Stock Holding History

Gradient Investments’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
2022
Q2 		– Sell
-50
Closed -$2K – 1332
2022
Q1 		$2K Hold
50
– – ﹤0.01% 1049
2021
Q4 		$2K Hold
50
– – ﹤0.01% 1079
2021
Q3 		$3K Hold
50
– – ﹤0.01% 963
2021
Q2 		$3K Hold
50
– – ﹤0.01% 955
2021
Q1 		$3K Buy
+50
New +$2.84K ﹤0.01% 966

Other funds holding OGIG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Gradient Investments's OGIG Position: Q2 2022 in Review

Gradient Investments sold out of ALPS O'Shares Global Internet Giants ETF (OGIG) in Q2 2022, closing a stake of 50 shares — an estimated $2K sold.

Gradient Investments first reported a position in OGIG in Q1 2021 and held it in 5 quarters. The position peaked at $3K in Q3 2021. 65 funds tracked by Wall St. Rank hold OGIG as of Q2 2022.

  • Gradient Investments reported no remaining ALPS O'Shares Global Internet Giants ETF position as of Q2 2022 after selling out during the quarter.
  • Gradient Investments sold 50 ALPS O'Shares Global Internet Giants ETF shares in Q2 2022, an estimated $2K.
  • Gradient Investments first reported a position in ALPS O'Shares Global Internet Giants ETF in Q1 2021 and held it in 5 quarters.
  • Gradient Investments's ALPS O'Shares Global Internet Giants ETF position peaked at $3K in Q3 2021.
  • 65 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q2 2022.

Based on Gradient Investments's 13F filing for Q2 2022, filed 11 Jul 2022.