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LVW Advisors’s Global X Cloud Computing ETF CLOU Stock Holding History

LVW Advisors’s Portfolio CLOU Stock Details CLOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-31,911
Closed -$633K – 223
2023
Q2 		$633K Sell
31,911
-6,466
-17% -$117K 0.12% 113
2023
Q1 		$704K Sell
38,377
-8,170
-18% -$143K 0.14% 111
2022
Q4 		$746K Buy
+46,547
New +$749K 0.15% 108

Other funds holding CLOU

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LVW Advisors's CLOU Position: Q3 2023 in Review

LVW Advisors sold out of Global X Cloud Computing ETF (CLOU) in Q3 2023, closing a stake of 31,911 shares — an estimated $633K sold.

LVW Advisors first reported a position in CLOU in Q4 2022 and held it in 3 quarters. The position peaked at $746K in Q4 2022. 120 funds tracked by Wall St. Rank hold CLOU as of Q3 2023.

  • LVW Advisors reported no remaining Global X Cloud Computing ETF position as of Q3 2023 after selling out during the quarter.
  • LVW Advisors sold 31,911 Global X Cloud Computing ETF shares in Q3 2023, an estimated $633K.
  • LVW Advisors first reported a position in Global X Cloud Computing ETF in Q4 2022 and held it in 3 quarters.
  • LVW Advisors's Global X Cloud Computing ETF position peaked at $746K in Q4 2022.
  • 120 funds tracked by Wall St. Rank held Global X Cloud Computing ETF as of Q3 2023.

Based on LVW Advisors's 13F filing for Q3 2023, filed 11 Oct 2023.