Osaic Holdings
CTEC icon

Osaic Holdings’s Global X ClimateTech ETF CTEC Stock Holding History

Osaic Holdings’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 		$39.8K Hold
682
– – ﹤0.01% 5383
2025
Q4 		$36.2K Buy
682
+22
+3% +$1.24K ﹤0.01% 5466
2025
Q3 		$32.9K Buy
660
+67
+11% +$2.89K ﹤0.01% 5583
2025
Q2 		$21.1K Sell
593
-430
-42% -$13.7K ﹤0.01% 5666
2025
Q1 		$30.6K Buy
1,023
+343
+50% +$11.5K ﹤0.01% 5066
2024
Q4 		$23.1K Sell
680
-146
-18% -$5.35K ﹤0.01% 5248
2024
Q3 		$34.5K Sell
826
-426
-34% -$17K ﹤0.01% 5008
2024
Q2 		$49.9K Sell
1,252
-874
-41% -$39.7K ﹤0.01% 4677
2024
Q1 		$102K Buy
2,126
+26
+1% +$1.22K ﹤0.01% 4237
2023
Q4 		$114K Buy
2,100
+718
+52% +$35.4K ﹤0.01% 4344
2023
Q3 		$75.6K Buy
1,382
+1,150
+496% +$75.2K ﹤0.01% 4712
2023
Q2 		$17.1K Sell
232
-60
-21% -$4.42K ﹤0.01% 5676
2023
Q1 		$23.3K Hold
292
– – ﹤0.01% 5491
2022
Q4 		$21K Sell
292
-324
-53% -$24K ﹤0.01% 5525
2022
Q3 		$43K Sell
616
-14
-2% -$1.09K ﹤0.01% 5021
2022
Q2 		$44K Sell
630
-60
-9% -$4.34K ﹤0.01% 5052
2022
Q1 		$57K Sell
690
-316
-31% -$24.5K ﹤0.01% 5002
2021
Q4 		$90K Sell
1,006
-121
-11% -$12K ﹤0.01% 4668
2021
Q3 		$106K Buy
1,127
+313
+38% +$30.6K ﹤0.01% 4472
2021
Q2 		$84K Sell
814
-236
-22% -$23.2K ﹤0.01% 4634
2021
Q1 		$116K Buy
+1,050
New +$130K ﹤0.01% 4226

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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

Osaic Holdings's CTEC Position: Q1 2026 in Review

Osaic Holdings held its Global X ClimateTech ETF (CTEC) position steady in Q1 2026 at 682 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #5383.

Osaic Holdings first reported a position in CTEC in Q1 2021 and has held it in 21 quarters since. The position peaked at $116K in Q1 2021. 21 funds tracked by Wall St. Rank hold CTEC as of Q1 2026.

  • Osaic Holdings held 682 shares of Global X ClimateTech ETF worth $39.8K as of Q1 2026.
  • Osaic Holdings left its Global X ClimateTech ETF share count unchanged in Q1 2026.
  • Global X ClimateTech ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5383 holding.
  • Osaic Holdings first reported a position in Global X ClimateTech ETF in Q1 2021 and has held it in 21 quarters since.
  • Osaic Holdings's Global X ClimateTech ETF position peaked at $116K in Q1 2021.
  • 21 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.