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Tradition Wealth Management’s Global X Clean Water ETF AQWA Stock Holding History

Tradition Wealth Management’s Portfolio AQWA Stock Details AQWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,823
Closed -$112K – 438
2023
Q4 		$112K Hold
6,823
– – 0.01% 436
2023
Q3 		$97K Buy
6,823
+7
+0.1% +$106 0.01% 445
2023
Q2 		$105K Buy
6,816
+1,000
+17% +$14.9K 0.01% 445
2023
Q1 		$85K Sell
5,816
-990
-15% -$14.3K 0.01% 487
2022
Q4 		$94K Sell
6,806
-1,704
-20% -$23.2K 0.01% 391
2022
Q3 		$106K Sell
8,510
-3,690
-30% -$51.4K 0.02% 352
2022
Q2 		$161K Buy
12,200
+300
+3% +$4.19K 0.02% 292
2022
Q1 		$181K Buy
11,900
+10,900
+1,090% +$168K 0.02% 311
2021
Q4 		$18K Buy
+1,000
New +$16.9K ﹤0.01% 754

Other funds holding AQWA

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $452M AUM 14.62% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

Tradition Wealth Management's AQWA Position: Q1 2024 in Review

Tradition Wealth Management sold out of Global X Clean Water ETF (AQWA) in Q1 2024, closing a stake of 6,823 shares — an estimated $112K sold.

Tradition Wealth Management first reported a position in AQWA in Q4 2021 and held it in 9 quarters. The position peaked at $181K in Q1 2022. 13 funds tracked by Wall St. Rank hold AQWA as of Q1 2024.

  • Tradition Wealth Management reported no remaining Global X Clean Water ETF position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 6,823 Global X Clean Water ETF shares in Q1 2024, an estimated $112K.
  • Tradition Wealth Management first reported a position in Global X Clean Water ETF in Q4 2021 and held it in 9 quarters.
  • Tradition Wealth Management's Global X Clean Water ETF position peaked at $181K in Q1 2022.
  • 13 funds tracked by Wall St. Rank held Global X Clean Water ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.