MCC
OGIG icon

Money Concepts Capital’s ALPS O'Shares Global Internet Giants ETF OGIG Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-297
Closed -$7.22K – 2090
2022
Q4 		$7.22K Buy
+297
New +$7.31K ﹤0.01% 2182
2022
Q2 		– Sell
-249
Closed -$9K – 2231
2022
Q1 		$9K Buy
+249
New +$9.94K ﹤0.01% 1995

Other funds holding OGIG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Money Concepts Capital's OGIG Position: Q1 2023 in Review

Money Concepts Capital sold out of ALPS O'Shares Global Internet Giants ETF (OGIG) in Q1 2023, closing a stake of 297 shares — an estimated $7.22K sold.

Money Concepts Capital first reported a position in OGIG in Q1 2022 and held it in 2 quarters. The position peaked at $9K in Q1 2022. 54 funds tracked by Wall St. Rank hold OGIG as of Q1 2023.

  • Money Concepts Capital reported no remaining ALPS O'Shares Global Internet Giants ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 297 ALPS O'Shares Global Internet Giants ETF shares in Q1 2023, an estimated $7.22K.
  • Money Concepts Capital first reported a position in ALPS O'Shares Global Internet Giants ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's ALPS O'Shares Global Internet Giants ETF position peaked at $9K in Q1 2022.
  • 54 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.