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 $1.21T AUM 78.12% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ritter Daniher Financial Advisory's CTEC Position: Q2 2024 in Review

Ritter Daniher Financial Advisory sold out of Global X ClimateTech ETF (CTEC) in Q2 2024, closing a stake of 24 shares — an estimated $1.18K sold.

Ritter Daniher Financial Advisory first reported a position in CTEC in Q1 2021 and held it in 13 quarters. The position peaked at $232K in Q2 2021. 27 funds tracked by Wall St. Rank hold CTEC as of Q2 2024.

Ritter Daniher Financial Advisory reported no remaining Global X ClimateTech ETF position as of Q2 2024 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 24 Global X ClimateTech ETF shares in Q2 2024, an estimated $1.18K.
Ritter Daniher Financial Advisory first reported a position in Global X ClimateTech ETF in Q1 2021 and held it in 13 quarters.
Ritter Daniher Financial Advisory's Global X ClimateTech ETF position peaked at $232K in Q2 2021.
27 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q2 2024.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2024, filed 12 Aug 2024.