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U.S. Capital Wealth Advisors’s iPath Series B Carbon Exchange-Traded Notes GRN Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio GRN Stock Details GRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-20
Closed -$633 – 1001
2022
Q4 		$633 Buy
+20
New +$617 ﹤0.01% 1559

Other funds holding GRN

AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

U.S. Capital Wealth Advisors's GRN Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of iPath Series B Carbon Exchange-Traded Notes (GRN) in Q1 2023, closing a stake of 20 shares — an estimated $633 sold.

U.S. Capital Wealth Advisors first reported a position in GRN in Q4 2022 and held it in 1 quarter. The position peaked at $633 in Q4 2022. 20 funds tracked by Wall St. Rank hold GRN as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining iPath Series B Carbon Exchange-Traded Notes position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 20 iPath Series B Carbon Exchange-Traded Notes shares in Q1 2023, an estimated $633.
  • U.S. Capital Wealth Advisors first reported a position in iPath Series B Carbon Exchange-Traded Notes in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's iPath Series B Carbon Exchange-Traded Notes position peaked at $633 in Q4 2022.
  • 20 funds tracked by Wall St. Rank held iPath Series B Carbon Exchange-Traded Notes as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.