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Summit Wealth Group (Colorado)’s ALPS O'Shares Global Internet Giants ETF OGIG Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio OGIG Stock Details OGIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$213K Buy
+4,791
New +$213K 0.02% 374
2026
Q1 		– Sell
-4,737
Closed -$249K – 347
2025
Q4 		$249K Buy
+4,737
New +$260K 0.03% 240
2025
Q3 		– Sell
-4,674
Closed -$250K – 401
2025
Q2 		$250K Buy
+4,674
New +$224K 0.06% 202

Other funds holding OGIG

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
HBW
Hazlett, Burt & Watson Wheeling, West Virginia $377M AUM 41.21% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Summit Wealth Group (Colorado)'s OGIG Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in ALPS O'Shares Global Internet Giants ETF (OGIG) in Q2 2026: 4,791 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #374 among its holdings. This is a return to the name: Summit Wealth Group (Colorado) previously reported a position in OGIG as recently as Q4 2025.

Summit Wealth Group (Colorado) first reported a position in OGIG in Q2 2025 and has held it in 3 quarters since. The position peaked at $250K in Q2 2025. 18 funds tracked by Wall St. Rank hold OGIG as of Q2 2026.

  • Summit Wealth Group (Colorado) held 4,791 shares of ALPS O'Shares Global Internet Giants ETF worth $213K as of Q2 2026.
  • ALPS O'Shares Global Internet Giants ETF was a new Summit Wealth Group (Colorado) position in Q2 2026.
  • ALPS O'Shares Global Internet Giants ETF made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #374 holding.
  • Summit Wealth Group (Colorado) first reported a position in ALPS O'Shares Global Internet Giants ETF in Q2 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s ALPS O'Shares Global Internet Giants ETF position peaked at $250K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.