Veritable’s Global X ClimateTech ETF CTEC Stock Holding History

Veritable’s Portfolio CTEC Stock Details CTEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3,223	Closed	-$220K	–	818
2022 Q2	$220K	Buy	+3,223	New	+$233K	﹤0.01%	781

Other funds holding CTEC

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Veritable's CTEC Position: Q3 2022 in Review

Veritable sold out of Global X ClimateTech ETF (CTEC) in Q3 2022, closing a stake of 3,223 shares — an estimated $220K sold.

Veritable first reported a position in CTEC in Q2 2022 and held it in 1 quarter. The position peaked at $220K in Q2 2022. 27 funds tracked by Wall St. Rank hold CTEC as of Q3 2022.

Veritable reported no remaining Global X ClimateTech ETF position as of Q3 2022 after selling out during the quarter.
Veritable sold 3,223 Global X ClimateTech ETF shares in Q3 2022, an estimated $220K.
Veritable first reported a position in Global X ClimateTech ETF in Q2 2022 and held it in 1 quarter.
Veritable's Global X ClimateTech ETF position peaked at $220K in Q2 2022.
27 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q3 2022.

Based on Veritable's 13F filing for Q3 2022, filed 14 Nov 2022.