Pathstone Family Office’s ALPS O'Shares Global Internet Giants ETF OGIG Stock Holding History

Pathstone Family Office’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 Q3	$334K	Buy	+10,800	New	+$348K	﹤0.01%	1247

Other funds holding OGIG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Pathstone Family Office's OGIG Position: Q3 2023 in Review

Pathstone Family Office opened a new position in ALPS O'Shares Global Internet Giants ETF (OGIG) in Q3 2023: 10,800 shares worth $334K. The stake represents ﹤0.01% of the portfolio and ranks #1247 among its holdings.

53 funds tracked by Wall St. Rank hold OGIG as of Q3 2023.

Pathstone Family Office held 10,800 shares of ALPS O'Shares Global Internet Giants ETF worth $334K as of Q3 2023.
ALPS O'Shares Global Internet Giants ETF was a new Pathstone Family Office position in Q3 2023.
ALPS O'Shares Global Internet Giants ETF made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1247 holding.
53 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.