Sequoia Financial Advisors’s Global X Internet of Things ETF SNSR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,243	Closed	-$217K	–	1413
2024 Q3	$217K	Buy	6,243 +72	+1%	+$2.5K	﹤0.01%	1134
2024 Q2	$222K	Sell	6,171 -1,263	-17%	-$45.1K	﹤0.01%	1048
2024 Q1	$269K	Sell	7,434 -1,613	-18%	-$56.1K	﹤0.01%	912
2023 Q4	$319K	Buy	9,047 +558	+7%	+$17.6K	﹤0.01%	901
2023 Q3	$260K	Sell	8,489 -250	-3%	-$8.21K	﹤0.01%	744
2023 Q2	$302K	Buy	8,739 +745	+9%	+$24.1K	0.01%	698
2023 Q1	$266K	Buy	7,994 +542	+7%	+$17.4K	0.01%	668
2022 Q4	$215K	Buy	+7,452	New	+$212K	0.01%	709
2022 Q2	–	Sell	-7,544	Closed	-$251K	–	670
2022 Q1	$251K	Buy	+7,544	New	+$257K	0.01%	554

Other funds holding SNSR

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

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Sequoia Financial Advisors sold out of Global X Internet of Things ETF (SNSR) in Q4 2024, closing a stake of 6,243 shares — an estimated $217K sold.

Sequoia Financial Advisors first reported a position in SNSR in Q1 2022 and held it in 9 quarters. The position peaked at $319K in Q4 2023. 68 funds tracked by Wall St. Rank hold SNSR as of Q4 2024.

Sequoia Financial Advisors reported no remaining Global X Internet of Things ETF position as of Q4 2024 after selling out during the quarter.
Sequoia Financial Advisors sold 6,243 Global X Internet of Things ETF shares in Q4 2024, an estimated $217K.
Sequoia Financial Advisors first reported a position in Global X Internet of Things ETF in Q1 2022 and held it in 9 quarters.
Sequoia Financial Advisors's Global X Internet of Things ETF position peaked at $319K in Q4 2023.
68 funds tracked by Wall St. Rank held Global X Internet of Things ETF as of Q4 2024.

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