Joseph P. Lucia & Associates’s Global X E-commerce ETF EBIZ Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q3	–	Sell	-140	Closed	-$2K	–	194
2022 Q2	$2K	Hold	140	–	–	﹤0.01%	390
2022 Q1	$3K	Buy	+140	New	+$3.32K	﹤0.01%	383
2021 Q4	–	Sell	-140	Closed	-$4K	–	239
2021 Q3	$4K	Hold	140	–	–	﹤0.01%	452
2021 Q2	$5K	Hold	140	–	–	﹤0.01%	437
2021 Q1	$5K	Hold	140	–	–	﹤0.01%	420
2020 Q4	$4K	Buy	+140	New	+$4.16K	﹤0.01%	400

Other funds holding EBIZ

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

SAS

Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Joseph P. Lucia & Associates's EBIZ Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Global X E-commerce ETF (EBIZ) in Q3 2022, closing a stake of 140 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in EBIZ in Q4 2020 and held it in 6 quarters. The position peaked at $5K in Q2 2021. 29 funds tracked by Wall St. Rank hold EBIZ as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Global X E-commerce ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 140 Global X E-commerce ETF shares in Q3 2022, an estimated $2K.
Joseph P. Lucia & Associates first reported a position in Global X E-commerce ETF in Q4 2020 and held it in 6 quarters.
Joseph P. Lucia & Associates's Global X E-commerce ETF position peaked at $5K in Q2 2021.
29 funds tracked by Wall St. Rank held Global X E-commerce ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.