Realta Investment Advisors’s Global X ClimateTech ETF CTEC Stock Holding History

Realta Investment 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 Q4	–	Sell	-30	Closed	-$1.15K	–	352
2024 Q3	$1.15K	Sell	30 -90	-75%	-$3.59K	﹤0.01%	344
2024 Q2	$4.78K	Sell	120 -80	-40%	-$3.64K	﹤0.01%	723
2024 Q1	$9.62K	Buy	+200	New	+$9.37K	﹤0.01%	701
2023 Q4	–	Sell	-310	Closed	-$22.8K	–	486
2023 Q3	$22.8K	Sell	310 -180	-37%	-$11.8K	0.01%	601
2023 Q2	$36K	Buy	+490	New	+$36.1K	0.01%	593
2023 Q1	–	Sell	-490	Closed	-$35.8K	–	478
2022 Q4	$35.8K	Hold	490	–	–	0.01%	581
2022 Q3	$34K	Buy	+490	New	+$38.1K	0.01%	565

Other funds holding CTEC

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IWC

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

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

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

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

Realta Investment Advisors's CTEC Position: Q4 2024 in Review

Realta Investment Advisors sold out of Global X ClimateTech ETF (CTEC) in Q4 2024, closing a stake of 30 shares — an estimated $1.15K sold.

Realta Investment Advisors first reported a position in CTEC in Q3 2022 and held it in 7 quarters. The position peaked at $36K in Q2 2023. 27 funds tracked by Wall St. Rank hold CTEC as of Q4 2024.

Realta Investment Advisors reported no remaining Global X ClimateTech ETF position as of Q4 2024 after selling out during the quarter.
Realta Investment Advisors sold 30 Global X ClimateTech ETF shares in Q4 2024, an estimated $1.15K.
Realta Investment Advisors first reported a position in Global X ClimateTech ETF in Q3 2022 and held it in 7 quarters.
Realta Investment Advisors's Global X ClimateTech ETF position peaked at $36K in Q2 2023.
27 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.