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Sugarloaf Wealth Management’s Global X Hydrogen ETF HYDR Stock Holding History

Sugarloaf Wealth Management’s Portfolio HYDR Stock Details HYDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$438 Buy
+19
New +$443 ﹤0.01% 664

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KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Sugarloaf Wealth Management's HYDR Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in Global X Hydrogen ETF (HYDR) in Q4 2024: 19 shares worth $438. The stake represents ﹤0.01% of the portfolio and ranks #664 among its holdings.

21 funds tracked by Wall St. Rank hold HYDR as of Q4 2024.

  • Sugarloaf Wealth Management held 19 shares of Global X Hydrogen ETF worth $438 as of Q4 2024.
  • Global X Hydrogen ETF was a new Sugarloaf Wealth Management position in Q4 2024.
  • Global X Hydrogen ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #664 holding.
  • 21 funds tracked by Wall St. Rank held Global X Hydrogen ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.