Sugarloaf Wealth Management’s Global X Internet of Things ETF SNSR Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$17.4K	Hold	500	–	–	﹤0.01%	419
2024 Q3	$17.4K	Hold	500	–	–	﹤0.01%	435
2024 Q2	$17.9K	Hold	500	–	–	﹤0.01%	413
2024 Q1	$18.1K	Hold	500	–	–	﹤0.01%	417
2023 Q4	$17.7K	Hold	500	–	–	﹤0.01%	415
2023 Q3	$15.3K	Hold	500	–	–	﹤0.01%	411
2023 Q2	$17.3K	Hold	500	–	–	﹤0.01%	408
2023 Q1	$16.6K	Hold	500	–	–	﹤0.01%	415
2022 Q4	$14.5K	Sell	500 -24	-5%	-$683	﹤0.01%	449
2022 Q3	$14K	Hold	524	–	–	﹤0.01%	472
2022 Q2	$13K	Hold	524	–	–	﹤0.01%	486
2022 Q1	$17K	Hold	524	–	–	﹤0.01%	431
2021 Q4	$21K	Hold	524	–	–	0.01%	425
2021 Q3	$19K	Hold	524	–	–	0.01%	436
2021 Q2	$19K	Sell	524 -2,306	-81%	-$79.5K	0.01%	426
2021 Q1	$20	Buy	2,830 +2,230	+372%	+$75K	0.01%	407
2020 Q4	$19K	Hold	600	–	–	0.01%	393
2020 Q3	$16K	Hold	600	–	–	0.01%	392
2020 Q2	$15K	Hold	600	–	–	0.01%	393
2020 Q1	$11K	Hold	600	–	–	﹤0.01%	423
2019 Q4	$14K	Buy	+600	New	+$13.3K	0.01%	431

Other funds holding SNSR

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

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

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

CCA

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

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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

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

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

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

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

Sugarloaf Wealth Management held its Global X Internet of Things ETF (SNSR) position steady in Q4 2024 at 500 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Sugarloaf Wealth Management first reported a position in SNSR in Q4 2019 and has held it in 21 quarters since. The position peaked at $21K in Q4 2021. 68 funds tracked by Wall St. Rank hold SNSR as of Q4 2024.

Sugarloaf Wealth Management held 500 shares of Global X Internet of Things ETF worth $17.4K as of Q4 2024.
Sugarloaf Wealth Management left its Global X Internet of Things ETF share count unchanged in Q4 2024.
Global X Internet of Things ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #419 holding.
Sugarloaf Wealth Management first reported a position in Global X Internet of Things ETF in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Global X Internet of Things ETF position peaked at $21K in Q4 2021.
68 funds tracked by Wall St. Rank held Global X Internet of Things ETF as of Q4 2024.

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