Steward Partners Investment Advisory’s Global X ClimateTech ETF CTEC Stock Holding History

Steward Partners Investment Advisory’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
2026 Q1	$4.08K	Hold	70	–	–	﹤0.01%	3863
2025 Q4	$3.72K	Hold	70	–	–	﹤0.01%	3782
2025 Q3	$3.52K	Hold	70	–	–	﹤0.01%	3762
2025 Q2	$2.49K	Hold	70	–	–	﹤0.01%	3690
2025 Q1	$2.1K	Sell	70 -40	-36%	-$1.34K	﹤0.01%	3631
2024 Q4	$3.73K	Hold	110	–	–	﹤0.01%	3464
2024 Q3	$4.6K	Hold	110	–	–	﹤0.01%	3213
2024 Q2	$4.38K	Hold	110	–	–	﹤0.01%	3084
2024 Q1	$5.29K	Hold	110	–	–	﹤0.01%	3027
2023 Q4	$5.95K	Hold	110	–	–	﹤0.01%	2898
2023 Q3	$6.02K	Hold	110	–	–	﹤0.01%	2769
2023 Q2	$8.09K	Hold	110	–	–	﹤0.01%	2641
2023 Q1	$8.76K	Sell	110 -180	-62%	-$14.2K	﹤0.01%	2587
2022 Q4	$21.2K	Sell	290 -20	-6%	-$1.48K	﹤0.01%	2211
2022 Q3	$22K	Hold	310	–	–	﹤0.01%	2179
2022 Q2	$21K	Hold	310	–	–	﹤0.01%	2195
2022 Q1	$26K	Sell	310 -1,064	-77%	-$82.6K	﹤0.01%	2236
2021 Q4	$121K	Sell	1,374 -515	-27%	-$51.1K	﹤0.01%	1513
2021 Q3	$176K	Sell	1,889 -336	-15%	-$32.8K	﹤0.01%	1316
2021 Q2	$232K	Buy	2,225 +700	+46%	+$68.9K	﹤0.01%	1436
2021 Q1	$169K	Buy	+1,525	New	+$189K	﹤0.01%	1373

Other funds holding CTEC

BPW

BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Steward Partners Investment Advisory's CTEC Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Global X ClimateTech ETF (CTEC) position steady in Q1 2026 at 70 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #3863.

Steward Partners Investment Advisory first reported a position in CTEC in Q1 2021 and has held it in 21 quarters since. The position peaked at $232K in Q2 2021. 21 funds tracked by Wall St. Rank hold CTEC as of Q1 2026.

Steward Partners Investment Advisory held 70 shares of Global X ClimateTech ETF worth $4.08K as of Q1 2026.
Steward Partners Investment Advisory left its Global X ClimateTech ETF share count unchanged in Q1 2026.
Global X ClimateTech ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3863 holding.
Steward Partners Investment Advisory first reported a position in Global X ClimateTech ETF in Q1 2021 and has held it in 21 quarters since.
Steward Partners Investment Advisory's Global X ClimateTech ETF position peaked at $232K in Q2 2021.
21 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.