New England Capital Financial Advisors’s Guinness Atkinson Smart Transportation & Technology ETF MOTO Stock Holding History

New England Capital Financial 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	-1,000	Closed	-$41.8K	–	411
2023 Q4	$41.8K	Buy	1,000 +27	+3%	+$1.06K	0.03%	123
2023 Q3	$38.9K	Hold	973	–	–	0.03%	119
2023 Q2	$42.4K	Hold	973	–	–	0.03%	124
2023 Q1	$39.2K	Hold	973	–	–	0.03%	137
2022 Q4	$35.9K	Buy	+973	New	+$33.8K	0.03%	143

Other funds holding MOTO

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

New England Capital Financial Advisors's MOTO Position: Q1 2024 in Review

New England Capital Financial Advisors sold out of Guinness Atkinson Smart Transportation & Technology ETF (MOTO) in Q1 2024, closing a stake of 1,000 shares — an estimated $41.8K sold.

New England Capital Financial Advisors first reported a position in MOTO in Q4 2022 and held it in 5 quarters. The position peaked at $42.4K in Q2 2023. 8 funds tracked by Wall St. Rank hold MOTO as of Q1 2024.

New England Capital Financial Advisors reported no remaining Guinness Atkinson Smart Transportation & Technology ETF position as of Q1 2024 after selling out during the quarter.
New England Capital Financial Advisors sold 1,000 Guinness Atkinson Smart Transportation & Technology ETF shares in Q1 2024, an estimated $41.8K.
New England Capital Financial Advisors first reported a position in Guinness Atkinson Smart Transportation & Technology ETF in Q4 2022 and held it in 5 quarters.
New England Capital Financial Advisors's Guinness Atkinson Smart Transportation & Technology ETF position peaked at $42.4K in Q2 2023.
8 funds tracked by Wall St. Rank held Guinness Atkinson Smart Transportation & Technology ETF as of Q1 2024.

Based on New England Capital Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.