Raymond James Financial Services Advisors’s Global X ClimateTech ETF CTEC Stock Holding History

Raymond James Financial Services Advisors’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
2024 Q1	–	Sell	-3,028	Closed	-$164K	–	3404
2023 Q4	$164K	Buy	3,028 +4	+0.1%	+$197	﹤0.01%	3048
2023 Q3	$165K	Buy	3,024 +593	+24%	+$38.8K	﹤0.01%	2979
2023 Q2	$179K	Sell	2,431 -50	-2%	-$3.68K	﹤0.01%	2963
2023 Q1	$198K	Sell	2,481 -74	-3%	-$5.85K	﹤0.01%	2916
2022 Q4	$187K	Buy	+2,555	New	+$190K	﹤0.01%	2885
2021 Q4	–	Sell	-2,792	Closed	-$260K	–	3339
2021 Q3	$260K	Sell	2,792 -98	-3%	-$9.58K	﹤0.01%	2789
2021 Q2	$301K	Sell	2,890 -664	-19%	-$65.3K	﹤0.01%	2716
2021 Q1	$393K	Buy	+3,554	New	+$441K	﹤0.01%	2452

Other funds holding CTEC

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Raymond James Financial Services Advisors's CTEC Position: Q1 2024 in Review

Raymond James Financial Services Advisors sold out of Global X ClimateTech ETF (CTEC) in Q1 2024, closing a stake of 3,028 shares — an estimated $164K sold.

Raymond James Financial Services Advisors first reported a position in CTEC in Q1 2021 and held it in 8 quarters. The position peaked at $393K in Q1 2021. 29 funds tracked by Wall St. Rank hold CTEC as of Q1 2024.

Raymond James Financial Services Advisors reported no remaining Global X ClimateTech ETF position as of Q1 2024 after selling out during the quarter.
Raymond James Financial Services Advisors sold 3,028 Global X ClimateTech ETF shares in Q1 2024, an estimated $164K.
Raymond James Financial Services Advisors first reported a position in Global X ClimateTech ETF in Q1 2021 and held it in 8 quarters.
Raymond James Financial Services Advisors's Global X ClimateTech ETF position peaked at $393K in Q1 2021.
29 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q1 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.