KIG
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Kowal Investment Group’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Kowal Investment Group’s Portfolio GLTR Stock Details GLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,386
Closed -$120K – 438
2021
Q3 		$120K Buy
+1,386
New +$129K 0.04% 133

Other funds holding GLTR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.23B AUM
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SFS
Solitude Financial Services Charlottesville, Virginia $361M AUM 21.75% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

Kowal Investment Group's GLTR Position: Q4 2021 in Review

Kowal Investment Group sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q4 2021, closing a stake of 1,386 shares — an estimated $120K sold.

Kowal Investment Group first reported a position in GLTR in Q3 2021 and held it in 1 quarter. The position peaked at $120K in Q3 2021. 114 funds tracked by Wall St. Rank hold GLTR as of Q4 2021.

  • Kowal Investment Group reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 1,386 abrdn Physical Precious Metals Basket Shares ETF shares in Q4 2021, an estimated $120K.
  • Kowal Investment Group first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's abrdn Physical Precious Metals Basket Shares ETF position peaked at $120K in Q3 2021.
  • 114 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.