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Kerr Financial Planning’s ALPS O'Shares Global Internet Giants ETF OGIG Stock Holding History

Kerr Financial Planning’s Portfolio OGIG Stock Details OGIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.68K Hold
151
– – 0.01% 410
2026
Q1 		$6.53K Buy
151
+1
+0.7% +$46 ﹤0.01% 398
2025
Q4 		$6.51K Hold
150
– – 0.01% 405
2025
Q3 		$8.06K Buy
+150
New +$8.22K 0.01% 377

Other funds holding OGIG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Kerr Financial Planning's OGIG Position: Q2 2026 in Review

Kerr Financial Planning held its ALPS O'Shares Global Internet Giants ETF (OGIG) position steady in Q2 2026 at 151 shares worth $6.68K. The position accounts for 0.01% of the portfolio, ranked #410.

Kerr Financial Planning first reported a position in OGIG in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.06K in Q3 2025. 51 funds tracked by Wall St. Rank hold OGIG as of Q2 2026.

  • Kerr Financial Planning held 151 shares of ALPS O'Shares Global Internet Giants ETF worth $6.68K as of Q2 2026.
  • Kerr Financial Planning left its ALPS O'Shares Global Internet Giants ETF share count unchanged in Q2 2026.
  • ALPS O'Shares Global Internet Giants ETF made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #410 holding.
  • Kerr Financial Planning first reported a position in ALPS O'Shares Global Internet Giants ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's ALPS O'Shares Global Internet Giants ETF position peaked at $8.06K in Q3 2025.
  • 51 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.