Kingsview Wealth Management’s ALPS O'Shares Global Internet Giants ETF OGIG Stock Holding History

Kingsview Wealth Management’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
2022 Q1	–	Sell	-5,726	Closed	-$282K	–	972
2021 Q4	$282K	Sell	5,726 -5,753	-50%	-$307K	0.01%	754
2021 Q3	$608K	Buy	11,479 +13	+0.1%	+$719	0.03%	502
2021 Q2	$650K	Sell	11,466 -1,732	-13%	-$93.2K	0.03%	491
2021 Q1	$707K	Buy	13,198 +1,279	+11%	+$72.6K	0.04%	431
2020 Q4	$647K	Buy	11,919 +5,518	+86%	+$272K	0.05%	381
2020 Q3	$282K	Buy	+6,401	New	+$268K	0.03%	490

Other funds holding OGIG

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

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

Kingsview Wealth Management's OGIG Position: Q1 2022 in Review

Kingsview Wealth Management sold out of ALPS O'Shares Global Internet Giants ETF (OGIG) in Q1 2022, closing a stake of 5,726 shares — an estimated $282K sold.

Kingsview Wealth Management first reported a position in OGIG in Q3 2020 and held it in 6 quarters. The position peaked at $707K in Q1 2021. 79 funds tracked by Wall St. Rank hold OGIG as of Q1 2022.

Kingsview Wealth Management reported no remaining ALPS O'Shares Global Internet Giants ETF position as of Q1 2022 after selling out during the quarter.
Kingsview Wealth Management sold 5,726 ALPS O'Shares Global Internet Giants ETF shares in Q1 2022, an estimated $282K.
Kingsview Wealth Management first reported a position in ALPS O'Shares Global Internet Giants ETF in Q3 2020 and held it in 6 quarters.
Kingsview Wealth Management's ALPS O'Shares Global Internet Giants ETF position peaked at $707K in Q1 2021.
79 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q1 2022.

Based on Kingsview Wealth Management's 13F filing for Q1 2022, filed 8 Feb 2024.