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ICA Group Wealth Management’s Global X ClimateTech ETF CTEC Stock Holding History

ICA Group Wealth Management’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
2024
Q2 		– Sell
-43
Closed -$2.07K – 880
2024
Q1 		$2.07K Hold
43
– – ﹤0.01% 1176
2023
Q4 		$2.33K Buy
+43
New +$2.12K ﹤0.01% 1160
2023
Q3 		– Sell
-43
Closed -$3.16K – 427
2023
Q2 		$3.16K Hold
43
– – ﹤0.01% 1065
2023
Q1 		$3.42K Hold
43
– – ﹤0.01% 1014
2022
Q4 		$3.14K Buy
+43
New +$3.19K ﹤0.01% 1052

Other funds holding CTEC

MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ICA Group Wealth Management's CTEC Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Global X ClimateTech ETF (CTEC) in Q2 2024, closing a stake of 43 shares — an estimated $2.07K sold.

ICA Group Wealth Management first reported a position in CTEC in Q4 2022 and held it in 5 quarters. The position peaked at $3.42K in Q1 2023. 27 funds tracked by Wall St. Rank hold CTEC as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Global X ClimateTech ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 43 Global X ClimateTech ETF shares in Q2 2024, an estimated $2.07K.
  • ICA Group Wealth Management first reported a position in Global X ClimateTech ETF in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Global X ClimateTech ETF position peaked at $3.42K in Q1 2023.
  • 27 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.