LM Advisors’s ALPS O'Shares Global Internet Giants ETF OGIG Stock Holding History

LM Advisors’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
2024 Q1	–	Sell	-42	Closed	-$1.53K	–	563
2023 Q4	$1.53K	Buy	+42	New	+$1.38K	﹤0.01%	675

Other funds holding OGIG

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LM Advisors's OGIG Position: Q1 2024 in Review

LM Advisors sold out of ALPS O'Shares Global Internet Giants ETF (OGIG) in Q1 2024, closing a stake of 42 shares — an estimated $1.53K sold.

LM Advisors first reported a position in OGIG in Q4 2023 and held it in 1 quarter. The position peaked at $1.53K in Q4 2023. 53 funds tracked by Wall St. Rank hold OGIG as of Q1 2024.

LM Advisors reported no remaining ALPS O'Shares Global Internet Giants ETF position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 42 ALPS O'Shares Global Internet Giants ETF shares in Q1 2024, an estimated $1.53K.
LM Advisors first reported a position in ALPS O'Shares Global Internet Giants ETF in Q4 2023 and held it in 1 quarter.
LM Advisors's ALPS O'Shares Global Internet Giants ETF position peaked at $1.53K in Q4 2023.
53 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q1 2024.

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