LPL Financial
CTEC icon

LPL Financial’s Global X ClimateTech ETF CTEC Stock Holding History

LPL Financial’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
2026
Q1 		$648K Buy
11,107
+3,566
+47% +$211K ﹤0.01% 4542
2025
Q4 		$400K Sell
7,541
-25
-0.3% -$1.4K ﹤0.01% 4922
2025
Q3 		$380K Buy
7,566
+1,522
+25% +$65.6K ﹤0.01% 4860
2025
Q2 		$215K Sell
6,044
-32
-0.5% -$1.02K ﹤0.01% 5037
2025
Q1 		$182K Sell
6,076
-523
-8% -$17.5K ﹤0.01% 4897
2024
Q4 		$224K Buy
6,599
+1,925
+41% +$70.5K ﹤0.01% 4747
2024
Q3 		$195K Buy
4,674
+107
+2% +$4.26K ﹤0.01% 4732
2024
Q2 		$182K Sell
4,567
-577
-11% -$26.2K ﹤0.01% 4600
2024
Q1 		$248K Sell
5,144
-813
-14% -$38.1K ﹤0.01% 4352
2023
Q4 		$322K Sell
5,957
-431
-7% -$21.3K ﹤0.01% 4030
2023
Q3 		$349K Buy
6,388
+57
+0.9% +$3.73K ﹤0.01% 3782
2023
Q2 		$465K Sell
6,331
-2,521
-28% -$186K ﹤0.01% 3507
2023
Q1 		$705K Buy
8,852
+2,356
+36% +$186K ﹤0.01% 3051
2022
Q4 		$475K Buy
6,496
+221
+4% +$16.4K ﹤0.01% 3292
2022
Q3 		$436K Buy
6,275
+192
+3% +$14.9K ﹤0.01% 3279
2022
Q2 		$415K Sell
6,083
-707
-10% -$51.1K ﹤0.01% 3363
2022
Q1 		$565K Buy
6,790
+770
+13% +$59.8K ﹤0.01% 3096
2021
Q4 		$530K Buy
6,020
+656
+12% +$65K ﹤0.01% 3229
2021
Q3 		$500K Buy
5,364
+570
+12% +$55.7K ﹤0.01% 3209
2021
Q2 		$499K Buy
4,794
+1,838
+62% +$181K ﹤0.01% 3163
2021
Q1 		$327K Buy
+2,956
New +$367K ﹤0.01% 3404

Other funds holding CTEC

BPW
BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial's CTEC Position: Q1 2026 in Review

LPL Financial increased its Global X ClimateTech ETF (CTEC) stake by 47% in Q1 2026, buying an estimated $211K and bringing the position to 11,107 shares worth $648K. The position accounts for ﹤0.01% of the portfolio, ranked #4542.

LPL Financial first reported a position in CTEC in Q1 2021 and has held it in 21 quarters since. The position peaked at $705K in Q1 2023. 21 funds tracked by Wall St. Rank hold CTEC as of Q1 2026.

  • LPL Financial held 11,107 shares of Global X ClimateTech ETF worth $648K as of Q1 2026.
  • LPL Financial bought 3,566 Global X ClimateTech ETF shares in Q1 2026, an estimated $211K.
  • Global X ClimateTech ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4542 holding.
  • LPL Financial first reported a position in Global X ClimateTech ETF in Q1 2021 and has held it in 21 quarters since.
  • LPL Financial's Global X ClimateTech ETF position peaked at $705K in Q1 2023.
  • 21 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.