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WealthShield Partners’s ALPS O'Shares Global Internet Giants ETF OGIG Stock Holding History

WealthShield Partners’s Portfolio OGIG Stock Details OGIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-100
Closed -$5K – 1030
2021
Q1 		$5K Buy
+100
New +$5.68K ﹤0.01% 966
2020
Q4 		– Sell
-100
Closed -$4K – 367
2020
Q3 		$4K Buy
+100
New +$4.19K ﹤0.01% 367

Other funds holding OGIG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFM
Fullerton Fund Management Singapore $1.25B AUM 76.88% 1-Year Est. Return

WealthShield Partners's OGIG Position: Q2 2021 in Review

WealthShield Partners sold out of ALPS O'Shares Global Internet Giants ETF (OGIG) in Q2 2021, closing a stake of 100 shares — an estimated $5K sold.

WealthShield Partners first reported a position in OGIG in Q3 2020 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 82 funds tracked by Wall St. Rank hold OGIG as of Q2 2021.

  • WealthShield Partners reported no remaining ALPS O'Shares Global Internet Giants ETF position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 100 ALPS O'Shares Global Internet Giants ETF shares in Q2 2021, an estimated $5K.
  • WealthShield Partners first reported a position in ALPS O'Shares Global Internet Giants ETF in Q3 2020 and held it in 2 quarters.
  • WealthShield Partners's ALPS O'Shares Global Internet Giants ETF position peaked at $5K in Q1 2021.
  • 82 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.