Horan Securities’s Global X ClimateTech ETF CTEC Stock Holding History

Horan Securities’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
2023 Q3	–	Sell	-43	Closed	-$3.19K	–	210
2023 Q2	$3.19K	Hold	43	–	–	﹤0.01%	524
2023 Q1	$3.46K	Hold	43	–	–	﹤0.01%	510
2022 Q4	$3.17K	Sell	43 -10	-19%	-$742	﹤0.01%	506
2022 Q3	$4K	Hold	53	–	–	﹤0.01%	420
2022 Q2	$4K	Hold	53	–	–	﹤0.01%	441
2022 Q1	$4K	Hold	53	–	–	﹤0.01%	394
2021 Q4	$5K	Buy	+53	New	+$5.25K	﹤0.01%	380
2021 Q2	$6K	Hold	53	–	–	﹤0.01%	342
2021 Q1	$6K	Buy	53 +46	+657%	+$5.71K	0.01%	309
2020 Q4	$1K	Buy	+7	New	+$657	﹤0.01%	377

Other funds holding CTEC

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Horan Securities's CTEC Position: Q3 2023 in Review

Horan Securities sold out of Global X ClimateTech ETF (CTEC) in Q3 2023, closing a stake of 43 shares — an estimated $3.19K sold.

Horan Securities first reported a position in CTEC in Q4 2020 and held it in 10 quarters. The position peaked at $6K in Q2 2021. 33 funds tracked by Wall St. Rank hold CTEC as of Q3 2023.

Horan Securities reported no remaining Global X ClimateTech ETF position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 43 Global X ClimateTech ETF shares in Q3 2023, an estimated $3.19K.
Horan Securities first reported a position in Global X ClimateTech ETF in Q4 2020 and held it in 10 quarters.
Horan Securities's Global X ClimateTech ETF position peaked at $6K in Q2 2021.
33 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.