Ritter Daniher Financial Advisory’s Global X ClimateTech ETF CTEC Stock Holding History

Ritter Daniher Financial Advisory’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 Q2	–	Sell	-24	Closed	-$1.18K	–	311
2024 Q1	$1.18K	Hold	24	–	–	﹤0.01%	282
2023 Q4	$1.32K	Hold	24	–	–	﹤0.01%	319
2023 Q3	$1.33K	Hold	24	–	–	﹤0.01%	320
2023 Q2	$1.79K	Hold	24	–	–	﹤0.01%	289
2023 Q1	$1.94K	Hold	24	–	–	﹤0.01%	258
2022 Q4	$1.78K	Sell	24 -850	-97%	-$63.1K	﹤0.01%	248
2022 Q3	$61K	Hold	874	–	–	0.04%	109
2022 Q2	$60K	Hold	874	–	–	0.04%	102
2022 Q1	$73K	Sell	874 -850	-49%	-$66K	0.05%	97
2021 Q4	$152K	Sell	1,724 -500	-22%	-$49.6K	0.1%	66
2021 Q3	$207K	Hold	2,224	–	–	0.15%	55
2021 Q2	$232K	Buy	2,224 +500	+29%	+$49.2K	0.17%	53
2021 Q1	$191K	Buy	+1,724	New	+$214K	0.15%	54

Other funds holding CTEC

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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