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

IHT 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
2023 Q4	–	Sell	-2,677	Closed	-$146K	–	987
2023 Q3	$146K	Sell	2,677 -323	-11%	-$21.1K	0.01%	903
2023 Q2	$221K	Buy	3,000 +91	+3%	+$6.71K	0.01%	842
2023 Q1	$232K	Buy	2,909 +543	+23%	+$42.9K	0.01%	793
2022 Q4	$173K	Buy	2,366 +320	+16%	+$23.7K	0.01%	832
2022 Q3	$142K	Buy	+2,046	New	+$159K	0.01%	802

Other funds holding CTEC

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

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

RJFSA

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

IHT Wealth Management's CTEC Position: Q4 2023 in Review

IHT Wealth Management sold out of Global X ClimateTech ETF (CTEC) in Q4 2023, closing a stake of 2,677 shares — an estimated $146K sold.

IHT Wealth Management first reported a position in CTEC in Q3 2022 and held it in 5 quarters. The position peaked at $232K in Q1 2023. 31 funds tracked by Wall St. Rank hold CTEC as of Q4 2023.

IHT Wealth Management reported no remaining Global X ClimateTech ETF position as of Q4 2023 after selling out during the quarter.
IHT Wealth Management sold 2,677 Global X ClimateTech ETF shares in Q4 2023, an estimated $146K.
IHT Wealth Management first reported a position in Global X ClimateTech ETF in Q3 2022 and held it in 5 quarters.
IHT Wealth Management's Global X ClimateTech ETF position peaked at $232K in Q1 2023.
31 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q4 2023.

Based on IHT Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.