Kayne Anderson Rudnick Investment Management’s Global X ClimateTech ETF CTEC Stock Holding History

Kayne Anderson Rudnick Investment 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 Q4	–	Sell	-160	Closed	-$6.72K	–	997
2024 Q3	$6.72K	Hold	160	–	–	﹤0.01%	708
2024 Q2	$6.46K	Hold	160	–	–	﹤0.01%	669
2024 Q1	$7.73K	Hold	160	–	–	﹤0.01%	648
2023 Q4	$8.7K	Buy	+160	New	+$7.9K	﹤0.01%	621

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

IWC

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

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

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's CTEC Position: Q4 2024 in Review

Kayne Anderson Rudnick Investment Management sold out of Global X ClimateTech ETF (CTEC) in Q4 2024, closing a stake of 160 shares — an estimated $6.72K sold.

Kayne Anderson Rudnick Investment Management first reported a position in CTEC in Q4 2023 and held it in 4 quarters. The position peaked at $8.7K in Q4 2023. 27 funds tracked by Wall St. Rank hold CTEC as of Q4 2024.

Kayne Anderson Rudnick Investment Management reported no remaining Global X ClimateTech ETF position as of Q4 2024 after selling out during the quarter.
Kayne Anderson Rudnick Investment Management sold 160 Global X ClimateTech ETF shares in Q4 2024, an estimated $6.72K.
Kayne Anderson Rudnick Investment Management first reported a position in Global X ClimateTech ETF in Q4 2023 and held it in 4 quarters.
Kayne Anderson Rudnick Investment Management's Global X ClimateTech ETF position peaked at $8.7K in Q4 2023.
27 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q4 2024.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.