Kestra Advisory Services’s Global X MSCI China Consumer Discretionary ETF CHIQ Stock Holding History

Kestra Advisory Services’s Portfolio CHIQ Stock Details CHIQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-20,619	Closed	-$363K	–	2465
2023 Q4	$363K	Sell	20,619 -83,241	-80%	-$1.49M	﹤0.01%	1726
2023 Q3	$1.91M	Sell	103,860 -10,031	-9%	-$193K	0.02%	701
2023 Q2	$2.05M	Buy	113,891 +1,101	+1%	+$20.2K	0.02%	662
2023 Q1	$2.28M	Buy	+112,790	New	+$2.39M	0.02%	603

Other funds holding CHIQ

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Kestra Advisory Services's CHIQ Position: Q1 2024 in Review

Kestra Advisory Services sold out of Global X MSCI China Consumer Discretionary ETF (CHIQ) in Q1 2024, closing a stake of 20,619 shares — an estimated $363K sold.

Kestra Advisory Services first reported a position in CHIQ in Q1 2023 and held it in 4 quarters. The position peaked at $2.28M in Q1 2023. 36 funds tracked by Wall St. Rank hold CHIQ as of Q1 2024.

Kestra Advisory Services reported no remaining Global X MSCI China Consumer Discretionary ETF position as of Q1 2024 after selling out during the quarter.
Kestra Advisory Services sold 20,619 Global X MSCI China Consumer Discretionary ETF shares in Q1 2024, an estimated $363K.
Kestra Advisory Services first reported a position in Global X MSCI China Consumer Discretionary ETF in Q1 2023 and held it in 4 quarters.
Kestra Advisory Services's Global X MSCI China Consumer Discretionary ETF position peaked at $2.28M in Q1 2023.
36 funds tracked by Wall St. Rank held Global X MSCI China Consumer Discretionary ETF as of Q1 2024.

Based on Kestra Advisory Services's 13F filing for Q1 2024, filed 15 May 2024.