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Oxford Financial Group’s Global X Internet of Things ETF SNSR Stock Holding History

Oxford Financial Group’s Portfolio SNSR Stock Details SNSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,446
Closed -$70.7K – 276
2022
Q4 		$70.7K Buy
+2,446
New +$69.6K 0.01% 211

Other funds holding SNSR

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oxford Financial Group's SNSR Position: Q1 2023 in Review

Oxford Financial Group sold out of Global X Internet of Things ETF (SNSR) in Q1 2023, closing a stake of 2,446 shares — an estimated $70.7K sold.

Oxford Financial Group first reported a position in SNSR in Q4 2022 and held it in 1 quarter. The position peaked at $70.7K in Q4 2022. 97 funds tracked by Wall St. Rank hold SNSR as of Q1 2023.

  • Oxford Financial Group reported no remaining Global X Internet of Things ETF position as of Q1 2023 after selling out during the quarter.
  • Oxford Financial Group sold 2,446 Global X Internet of Things ETF shares in Q1 2023, an estimated $70.7K.
  • Oxford Financial Group first reported a position in Global X Internet of Things ETF in Q4 2022 and held it in 1 quarter.
  • Oxford Financial Group's Global X Internet of Things ETF position peaked at $70.7K in Q4 2022.
  • 97 funds tracked by Wall St. Rank held Global X Internet of Things ETF as of Q1 2023.

Based on Oxford Financial Group's 13F filing for Q1 2023, filed 12 May 2023.