Kovack Advisors’s Global X ClimateTech ETF CTEC Stock Holding History

Kovack Advisors’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
2021 Q4	–	Sell	-38,511	Closed	-$3.59M	–	722
2021 Q3	$3.59M	Sell	38,511 -7,708	-17%	-$753K	0.39%	55
2021 Q2	$4.81M	Buy	46,219 +1,448	+3%	+$142K	0.55%	27
2021 Q1	$4.95M	Buy	+44,771	New	+$5.56M	0.64%	22

Other funds holding CTEC

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Kovack Advisors's CTEC Position: Q4 2021 in Review

Kovack Advisors sold out of Global X ClimateTech ETF (CTEC) in Q4 2021, closing a stake of 38,511 shares — an estimated $3.59M sold.

Kovack Advisors first reported a position in CTEC in Q1 2021 and held it in 3 quarters. The position peaked at $4.95M in Q1 2021. 35 funds tracked by Wall St. Rank hold CTEC as of Q4 2021.

Kovack Advisors reported no remaining Global X ClimateTech ETF position as of Q4 2021 after selling out during the quarter.
Kovack Advisors sold 38,511 Global X ClimateTech ETF shares in Q4 2021, an estimated $3.59M.
Kovack Advisors first reported a position in Global X ClimateTech ETF in Q1 2021 and held it in 3 quarters.
Kovack Advisors's Global X ClimateTech ETF position peaked at $4.95M in Q1 2021.
35 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q4 2021.

Based on Kovack Advisors's 13F filing for Q4 2021, filed 18 Jan 2022.