Sterling Financial Planning’s Global X Internet of Things ETF SNSR Stock Holding History

Sterling Financial Planning’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
2021 Q4	–	Sell	-320	Closed	-$12K	–	343
2021 Q3	$12K	Hold	320	–	–	0.01%	305
2021 Q2	$11K	Hold	320	–	–	0.01%	294
2021 Q1	$11K	Hold	320	–	–	0.01%	273
2020 Q4	$10K	Buy	+320	New	+$9.29K	0.01%	265

Other funds holding SNSR

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

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

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

CCA

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

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

EAM

Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sterling Financial Planning's SNSR Position: Q4 2021 in Review

Sterling Financial Planning sold out of Global X Internet of Things ETF (SNSR) in Q4 2021, closing a stake of 320 shares — an estimated $12K sold.

Sterling Financial Planning first reported a position in SNSR in Q4 2020 and held it in 4 quarters. The position peaked at $12K in Q3 2021. 101 funds tracked by Wall St. Rank hold SNSR as of Q4 2021.

Sterling Financial Planning reported no remaining Global X Internet of Things ETF position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 320 Global X Internet of Things ETF shares in Q4 2021, an estimated $12K.
Sterling Financial Planning first reported a position in Global X Internet of Things ETF in Q4 2020 and held it in 4 quarters.
Sterling Financial Planning's Global X Internet of Things ETF position peaked at $12K in Q3 2021.
101 funds tracked by Wall St. Rank held Global X Internet of Things ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.