Sequoia Financial Advisors’s Guinness Atkinson Smart Transportation & Technology ETF MOTO Stock Holding History

Sequoia Financial Advisors’s Portfolio MOTO Stock Details MOTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,986	Closed	-$217K	–	1391
2024 Q3	$217K	Buy	4,986 +59	+1%	+$2.52K	﹤0.01%	1133
2024 Q2	$218K	Sell	4,927 -943	-16%	-$41.3K	﹤0.01%	1058
2024 Q1	$257K	Sell	5,870 -1,332	-18%	-$54.8K	﹤0.01%	931
2023 Q4	$301K	Buy	7,202 +409	+6%	+$16K	﹤0.01%	930
2023 Q3	$272K	Sell	6,793 -210	-3%	-$8.94K	﹤0.01%	728
2023 Q2	$306K	Buy	7,003 +526	+8%	+$21.2K	0.01%	692
2023 Q1	$261K	Buy	6,477 +463	+8%	+$17.8K	0.01%	677
2022 Q4	$204K	Buy	+6,014	New	+$209K	0.01%	728
2022 Q2	–	Sell	-6,458	Closed	-$269K	–	650
2022 Q1	$269K	Buy	+6,458	New	+$278K	0.01%	531

Other funds holding MOTO

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

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

GFG

Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

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

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

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

Sequoia Financial Advisors's MOTO Position: Q4 2024 in Review

Sequoia Financial Advisors sold out of Guinness Atkinson Smart Transportation & Technology ETF (MOTO) in Q4 2024, closing a stake of 4,986 shares — an estimated $217K sold.

Sequoia Financial Advisors first reported a position in MOTO in Q1 2022 and held it in 9 quarters. The position peaked at $306K in Q2 2023. 6 funds tracked by Wall St. Rank hold MOTO as of Q4 2024.

Sequoia Financial Advisors reported no remaining Guinness Atkinson Smart Transportation & Technology ETF position as of Q4 2024 after selling out during the quarter.
Sequoia Financial Advisors sold 4,986 Guinness Atkinson Smart Transportation & Technology ETF shares in Q4 2024, an estimated $217K.
Sequoia Financial Advisors first reported a position in Guinness Atkinson Smart Transportation & Technology ETF in Q1 2022 and held it in 9 quarters.
Sequoia Financial Advisors's Guinness Atkinson Smart Transportation & Technology ETF position peaked at $306K in Q2 2023.
6 funds tracked by Wall St. Rank held Guinness Atkinson Smart Transportation & Technology ETF as of Q4 2024.

Based on Sequoia Financial Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.