WAP
CTEC icon

Wealthcare Advisory Partners’s Global X ClimateTech ETF CTEC Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-300
Closed -$33K – 820
2021
Q1 		$33K Buy
+300
New +$37.3K ﹤0.01% 1022

Other funds holding CTEC

KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Mirae Asset Global Investments
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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Wealthcare Advisory Partners's CTEC Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Global X ClimateTech ETF (CTEC) in Q2 2021, closing a stake of 300 shares — an estimated $33K sold.

Wealthcare Advisory Partners first reported a position in CTEC in Q1 2021 and held it in 1 quarter. The position peaked at $33K in Q1 2021. 30 funds tracked by Wall St. Rank hold CTEC as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Global X ClimateTech ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 300 Global X ClimateTech ETF shares in Q2 2021, an estimated $33K.
  • Wealthcare Advisory Partners first reported a position in Global X ClimateTech ETF in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Global X ClimateTech ETF position peaked at $33K in Q1 2021.
  • 30 funds tracked by Wall St. Rank held Global X ClimateTech ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.