Oliver Lagore Vanvalin Investment Group’s ProShares S&P Kensho Cleantech ETF CTEX Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio CTEX Stock Details CTEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-80	Closed	-$1.87K	–	751
2024 Q1	$1.87K	Hold	80	–	–	﹤0.01%	623
2023 Q4	$2.17K	Buy	80 +15	+23%	+$353	﹤0.01%	624
2023 Q3	$1.64K	Hold	65	–	–	﹤0.01%	712
2023 Q2	$2.21K	Hold	65	–	–	﹤0.01%	647
2023 Q1	$2.19K	Hold	65	–	–	﹤0.01%	577
2022 Q4	$1.97K	Buy	65 +15	+30%	+$486	﹤0.01%	558
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	519
2022 Q2	$1K	Buy	+50	New	+$1.51K	﹤0.01%	539

Other funds holding CTEX

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's CTEX Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of ProShares S&P Kensho Cleantech ETF (CTEX) in Q2 2024, closing a stake of 80 shares — an estimated $1.87K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in CTEX in Q2 2022 and held it in 8 quarters. The position peaked at $2.21K in Q2 2023. 7 funds tracked by Wall St. Rank hold CTEX as of Q2 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining ProShares S&P Kensho Cleantech ETF position as of Q2 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 80 ProShares S&P Kensho Cleantech ETF shares in Q2 2024, an estimated $1.87K.
Oliver Lagore Vanvalin Investment Group first reported a position in ProShares S&P Kensho Cleantech ETF in Q2 2022 and held it in 8 quarters.
Oliver Lagore Vanvalin Investment Group's ProShares S&P Kensho Cleantech ETF position peaked at $2.21K in Q2 2023.
7 funds tracked by Wall St. Rank held ProShares S&P Kensho Cleantech ETF as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.