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 Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

United Capital Financial Advisors's CLOU Position: Q1 2022 in Review

United Capital Financial Advisors sold out of Global X Cloud Computing ETF (CLOU) in Q1 2022, closing a stake of 9,463 shares — an estimated $251K sold.

United Capital Financial Advisors first reported a position in CLOU in Q3 2020 and held it in 6 quarters. The position peaked at $401K in Q2 2021. 134 funds tracked by Wall St. Rank hold CLOU as of Q1 2022.

United Capital Financial Advisors reported no remaining Global X Cloud Computing ETF position as of Q1 2022 after selling out during the quarter.
United Capital Financial Advisors sold 9,463 Global X Cloud Computing ETF shares in Q1 2022, an estimated $251K.
United Capital Financial Advisors first reported a position in Global X Cloud Computing ETF in Q3 2020 and held it in 6 quarters.
United Capital Financial Advisors's Global X Cloud Computing ETF position peaked at $401K in Q2 2021.
134 funds tracked by Wall St. Rank held Global X Cloud Computing ETF as of Q1 2022.

Based on United Capital Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.