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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 $2.08B AUM 38.95% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Sowell Financial Services's CTEC Position: Q2 2021 in Review

Sowell Financial Services sold out of Global X ClimateTech ETF (CTEC) in Q2 2021, closing a stake of 19 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in CTEC in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 30 funds tracked by Wall St. Rank hold CTEC as of Q2 2021.

  • Sowell Financial Services reported no remaining Global X ClimateTech ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 19 Global X ClimateTech ETF shares in Q2 2021, an estimated $2K.
  • Sowell Financial Services first reported a position in Global X ClimateTech ETF in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Global X ClimateTech ETF position peaked at $2K in Q1 2021.
  • 30 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.