Patriot Financial Group Insurance Agency’s ALPS O'Shares Global Internet Giants ETF OGIG Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-50	Closed	-$1K	–	1444
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	1923
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	1869
2021 Q4	$2K	Hold	50	–	–	﹤0.01%	1958
2021 Q3	$3K	Hold	50	–	–	﹤0.01%	1858
2021 Q2	$3K	Hold	50	–	–	﹤0.01%	1796
2021 Q1	$3K	Hold	50	–	–	﹤0.01%	1701
2020 Q4	$3K	Buy	+50	New	+$2.47K	﹤0.01%	1576

Other funds holding OGIG

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's OGIG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of ALPS O'Shares Global Internet Giants ETF (OGIG) in Q3 2022, closing a stake of 50 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in OGIG in Q4 2020 and held it in 7 quarters. The position peaked at $3K in Q3 2021. 58 funds tracked by Wall St. Rank hold OGIG as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining ALPS O'Shares Global Internet Giants ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 50 ALPS O'Shares Global Internet Giants ETF shares in Q3 2022, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in ALPS O'Shares Global Internet Giants ETF in Q4 2020 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's ALPS O'Shares Global Internet Giants ETF position peaked at $3K in Q3 2021.
58 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.