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Great Valley Advisor Group’s Global X E-commerce ETF EBIZ Stock Holding History

Great Valley Advisor Group’s Portfolio EBIZ Stock Details EBIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-6,754
Closed -$232K – 577
2021
Q2 		$232K Sell
6,754
-865
-11% -$29.4K 0.02% 501
2021
Q1 		$261K Buy
7,619
+68
+0.9% +$2.38K 0.03% 433
2020
Q4 		$240K Buy
+7,551
New +$224K 0.02% 418

Other funds holding EBIZ

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Great Valley Advisor Group's EBIZ Position: Q3 2021 in Review

Great Valley Advisor Group sold out of Global X E-commerce ETF (EBIZ) in Q3 2021, closing a stake of 6,754 shares — an estimated $232K sold.

Great Valley Advisor Group first reported a position in EBIZ in Q4 2020 and held it in 3 quarters. The position peaked at $261K in Q1 2021. 46 funds tracked by Wall St. Rank hold EBIZ as of Q3 2021.

  • Great Valley Advisor Group reported no remaining Global X E-commerce ETF position as of Q3 2021 after selling out during the quarter.
  • Great Valley Advisor Group sold 6,754 Global X E-commerce ETF shares in Q3 2021, an estimated $232K.
  • Great Valley Advisor Group first reported a position in Global X E-commerce ETF in Q4 2020 and held it in 3 quarters.
  • Great Valley Advisor Group's Global X E-commerce ETF position peaked at $261K in Q1 2021.
  • 46 funds tracked by Wall St. Rank held Global X E-commerce ETF as of Q3 2021.

Based on Great Valley Advisor Group's 13F filing for Q3 2021, filed 14 Oct 2021.