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SFS
Sowell Financial Services’s
Global X ClimateTech ETF
CTEC
Stock Holding History
Sowell Financial Services’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
2021
Q2
–
Sell
-19
Closed
-$2K
–
988
2021
Q1
$2K
Buy
+19
New
+$2.36K
﹤0.01%
2807
Other funds holding CTEC
KA
Kovack Advisors
Ft. Lauderdale, Florida
$1.87B AUM
29.51%
1-Year Est. Return
Mirae Asset Global Investments
Seoul, South Korea
$299B AUM
28.69%
1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica, California
$3.14B AUM
22.62%
1-Year Est. Return
CW
CreativeOne Wealth
Overland Park, Kansas
$4.31B AUM
19.42%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors
St. Petersburg, Florida
$75B AUM
31.89%
1-Year Est. Return
HT
HAP Trading
New York
$363M AUM
41.92%
1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory
Cincinnati, Ohio
$589M AUM
15.74%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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