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Values First Advisors’s Global X Internet of Things ETF SNSR Stock Holding History

Values First Advisors’s Portfolio SNSR Stock Details SNSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,302
Closed -$45.2K – 288
2024
Q3 		$45.2K Buy
+1,302
New +$45.2K 0.02% 243
2023
Q2 		– Sell
-1,334
Closed -$44.4K – 313
2023
Q1 		$44.4K Buy
+1,334
New +$42.7K 0.03% 199

Other funds holding SNSR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Values First Advisors's SNSR Position: Q4 2024 in Review

Values First Advisors sold out of Global X Internet of Things ETF (SNSR) in Q4 2024, closing a stake of 1,302 shares — an estimated $45.2K sold.

Values First Advisors first reported a position in SNSR in Q1 2023 and held it in 2 quarters. The position peaked at $45.2K in Q3 2024. 68 funds tracked by Wall St. Rank hold SNSR as of Q4 2024.

  • Values First Advisors reported no remaining Global X Internet of Things ETF position as of Q4 2024 after selling out during the quarter.
  • Values First Advisors sold 1,302 Global X Internet of Things ETF shares in Q4 2024, an estimated $45.2K.
  • Values First Advisors first reported a position in Global X Internet of Things ETF in Q1 2023 and held it in 2 quarters.
  • Values First Advisors's Global X Internet of Things ETF position peaked at $45.2K in Q3 2024.
  • 68 funds tracked by Wall St. Rank held Global X Internet of Things ETF as of Q4 2024.

Based on Values First Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.