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LM Advisors’s Guinness Atkinson Smart Transportation & Technology ETF MOTO Stock Holding History

LM Advisors’s Portfolio MOTO Stock Details MOTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,010
Closed -$42.2K – 534
2023
Q4 		$42.2K Buy
+1,010
New +$39.6K 0.01% 349

Other funds holding MOTO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LM Advisors's MOTO Position: Q1 2024 in Review

LM Advisors sold out of Guinness Atkinson Smart Transportation & Technology ETF (MOTO) in Q1 2024, closing a stake of 1,010 shares — an estimated $42.2K sold.

LM Advisors first reported a position in MOTO in Q4 2023 and held it in 1 quarter. The position peaked at $42.2K in Q4 2023. 8 funds tracked by Wall St. Rank hold MOTO as of Q1 2024.

  • LM Advisors reported no remaining Guinness Atkinson Smart Transportation & Technology ETF position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 1,010 Guinness Atkinson Smart Transportation & Technology ETF shares in Q1 2024, an estimated $42.2K.
  • LM Advisors first reported a position in Guinness Atkinson Smart Transportation & Technology ETF in Q4 2023 and held it in 1 quarter.
  • LM Advisors's Guinness Atkinson Smart Transportation & Technology ETF position peaked at $42.2K in Q4 2023.
  • 8 funds tracked by Wall St. Rank held Guinness Atkinson Smart Transportation & Technology ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.