Integrated Wealth Concepts’s Global X ClimateTech ETF CTEC Stock Holding History

Integrated Wealth Concepts’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
2025 Q1	–	Sell	-2,163	Closed	-$73.4K	–	1762
2024 Q4	$73.4K	Sell	2,163 -584	-21%	-$21.4K	﹤0.01%	1666
2024 Q3	$115K	Buy	2,747 +293	+12%	+$11.7K	﹤0.01%	1600
2024 Q2	$97.8K	Sell	2,454 -189	-7%	-$8.59K	﹤0.01%	1579
2024 Q1	$127K	Buy	2,643 +5	+0.2%	+$234	﹤0.01%	1567
2023 Q4	$143K	Hold	2,638	–	–	﹤0.01%	1504
2023 Q3	$144K	Sell	2,638 -29	-1%	-$1.9K	﹤0.01%	1457
2023 Q2	$196K	Sell	2,667 -55	-2%	-$4.05K	﹤0.01%	1433
2023 Q1	$217K	Buy	+2,722	New	+$215K	﹤0.01%	1192

Other funds holding CTEC

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

FTUS

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

Jane Street New York $777B AUM 61.18% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Integrated Wealth Concepts's CTEC Position: Q1 2025 in Review

Integrated Wealth Concepts sold out of Global X ClimateTech ETF (CTEC) in Q1 2025, closing a stake of 2,163 shares — an estimated $73.4K sold.

Integrated Wealth Concepts first reported a position in CTEC in Q1 2023 and held it in 8 quarters. The position peaked at $217K in Q1 2023. 22 funds tracked by Wall St. Rank hold CTEC as of Q1 2025.

Integrated Wealth Concepts reported no remaining Global X ClimateTech ETF position as of Q1 2025 after selling out during the quarter.
Integrated Wealth Concepts sold 2,163 Global X ClimateTech ETF shares in Q1 2025, an estimated $73.4K.
Integrated Wealth Concepts first reported a position in Global X ClimateTech ETF in Q1 2023 and held it in 8 quarters.
Integrated Wealth Concepts's Global X ClimateTech ETF position peaked at $217K in Q1 2023.
22 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q1 2025.

Based on Integrated Wealth Concepts's 13F filing for Q1 2025, filed 15 May 2025.