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Tradition Wealth Management’s Global X ClimateTech ETF CTEC Stock Holding History

Tradition Wealth Management’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
2024
Q1 		– Sell
-1,317
Closed -$71K – 556
2023
Q4 		$71K Buy
1,317
+1,200
+1,026% +$59.2K 0.01% 546
2023
Q3 		$6K Hold
117
– – ﹤0.01% 1122
2023
Q2 		$9K Hold
117
– – ﹤0.01% 1051
2023
Q1 		$9K Sell
117
-7
-6% -$554 ﹤0.01% 1013
2022
Q4 		$9K Buy
+124
New +$9.2K ﹤0.01% 925

Other funds holding CTEC

MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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

Tradition Wealth Management sold out of Global X ClimateTech ETF (CTEC) in Q1 2024, closing a stake of 1,317 shares — an estimated $71K sold.

Tradition Wealth Management first reported a position in CTEC in Q4 2022 and held it in 5 quarters. The position peaked at $71K in Q4 2023. 29 funds tracked by Wall St. Rank hold CTEC as of Q1 2024.

  • Tradition Wealth Management reported no remaining Global X ClimateTech ETF position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 1,317 Global X ClimateTech ETF shares in Q1 2024, an estimated $71K.
  • Tradition Wealth Management first reported a position in Global X ClimateTech ETF in Q4 2022 and held it in 5 quarters.
  • Tradition Wealth Management's Global X ClimateTech ETF position peaked at $71K in Q4 2023.
  • 29 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q1 2024.

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