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Sterling Investment Advisors (Pennsylvania)’s Global X ClimateTech ETF CTEC Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022
Q3 		– Sell
-40
Closed -$3K – 210
2022
Q2 		$3K Hold
40
– – ﹤0.01% 477
2022
Q1 		$3K Hold
40
– – ﹤0.01% 520
2021
Q4 		$4K Hold
40
– – ﹤0.01% 498
2021
Q3 		$4K Hold
40
– – ﹤0.01% 498
2021
Q2 		$4K Hold
40
– – ﹤0.01% 471
2021
Q1 		$4K Buy
+40
New +$4.97K ﹤0.01% 460

Other funds holding CTEC

MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s CTEC Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Global X ClimateTech ETF (CTEC) in Q3 2022, closing a stake of 40 shares — an estimated $3K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in CTEC in Q1 2021 and held it in 6 quarters. The position peaked at $4K in Q4 2021. 27 funds tracked by Wall St. Rank hold CTEC as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Global X ClimateTech ETF position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 40 Global X ClimateTech ETF shares in Q3 2022, an estimated $3K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Global X ClimateTech ETF in Q1 2021 and held it in 6 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Global X ClimateTech ETF position peaked at $4K in Q4 2021.
  • 27 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.