Venturi Wealth Management’s Global X Internet of Things ETF SNSR Stock Holding History

Venturi Wealth Management’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
2023 Q2	–	Sell	-50	Closed	-$1.66K	–	1239
2023 Q1	$1.66K	Buy	+50	New	+$1.6K	﹤0.01%	1045

Other funds holding SNSR

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Venturi Wealth Management's SNSR Position: Q2 2023 in Review

Venturi Wealth Management sold out of Global X Internet of Things ETF (SNSR) in Q2 2023, closing a stake of 50 shares — an estimated $1.66K sold.

Venturi Wealth Management first reported a position in SNSR in Q1 2023 and held it in 1 quarter. The position peaked at $1.66K in Q1 2023. 93 funds tracked by Wall St. Rank hold SNSR as of Q2 2023.

Venturi Wealth Management reported no remaining Global X Internet of Things ETF position as of Q2 2023 after selling out during the quarter.
Venturi Wealth Management sold 50 Global X Internet of Things ETF shares in Q2 2023, an estimated $1.66K.
Venturi Wealth Management first reported a position in Global X Internet of Things ETF in Q1 2023 and held it in 1 quarter.
Venturi Wealth Management's Global X Internet of Things ETF position peaked at $1.66K in Q1 2023.
93 funds tracked by Wall St. Rank held Global X Internet of Things ETF as of Q2 2023.

Based on Venturi Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.