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

Laidlaw 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	-13,257	Closed	-$653K	–	419
2021 Q4	$653K	Sell	13,257 -790	-6%	-$42.2K	0.1%	194
2021 Q3	$744K	Buy	14,047 +250	+2%	+$13.8K	0.19%	112
2021 Q2	$787K	Sell	13,797 -8,955	-39%	-$482K	0.2%	107
2021 Q1	$1.19M	Sell	22,752 -30,783	-58%	-$1.75M	0.41%	70
2020 Q4	$2.91M	Buy	+53,535	New	+$2.64M	0.61%	41

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

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

Laidlaw Wealth Management sold out of ALPS O'Shares Global Internet Giants ETF (OGIG) in Q1 2022, closing a stake of 13,257 shares — an estimated $653K sold.

Laidlaw Wealth Management first reported a position in OGIG in Q4 2020 and held it in 5 quarters. The position peaked at $2.91M in Q4 2020. 79 funds tracked by Wall St. Rank hold OGIG as of Q1 2022.

Laidlaw Wealth Management reported no remaining ALPS O'Shares Global Internet Giants ETF position as of Q1 2022 after selling out during the quarter.
Laidlaw Wealth Management sold 13,257 ALPS O'Shares Global Internet Giants ETF shares in Q1 2022, an estimated $653K.
Laidlaw Wealth Management first reported a position in ALPS O'Shares Global Internet Giants ETF in Q4 2020 and held it in 5 quarters.
Laidlaw Wealth Management's ALPS O'Shares Global Internet Giants ETF position peaked at $2.91M in Q4 2020.
79 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q1 2022.

Based on Laidlaw Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.