UCFA
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United Capital Financial Advisors’s Global X Cloud Computing ETF CLOU Stock Holding History

United Capital Financial Advisors’s Portfolio CLOU Stock Details CLOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-9,463
Closed -$251K – 1168
2021
Q4 		$251K Sell
9,463
-600
-6% -$17.6K ﹤0.01% 1087
2021
Q3 		$295K Sell
10,063
-3,980
-28% -$117K ﹤0.01% 1015
2021
Q2 		$401K Buy
14,043
+2,500
+22% +$66.9K ﹤0.01% 930
2021
Q1 		$297K Buy
11,543
+85
+0.7% +$2.34K ﹤0.01% 985
2020
Q4 		$320K Buy
11,458
+1,200
+12% +$30.8K ﹤0.01% 973
2020
Q3 		$245K Buy
+10,258
New +$233K ﹤0.01% 1018

Other funds holding CLOU

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return