WWS
CLIA

Wellington Wealth Strategies’s Veridien Climate Action ETF CLIA Stock Holding History

Wellington Wealth Strategies’s Portfolio CLIA Stock Details CLIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,566
Closed -$217K – 186
2023
Q4 		$217K Buy
+10,566
New +$194K 0.18% 82

Other funds holding CLIA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellington Wealth Strategies's CLIA Position: Q1 2024 in Review

Wellington Wealth Strategies sold out of Veridien Climate Action ETF (CLIA) in Q1 2024, closing a stake of 10,566 shares — an estimated $217K sold.

Wellington Wealth Strategies first reported a position in CLIA in Q4 2023 and held it in 1 quarter. The position peaked at $217K in Q4 2023. 10 funds tracked by Wall St. Rank hold CLIA as of Q1 2024.

  • Wellington Wealth Strategies reported no remaining Veridien Climate Action ETF position as of Q1 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 10,566 Veridien Climate Action ETF shares in Q1 2024, an estimated $217K.
  • Wellington Wealth Strategies first reported a position in Veridien Climate Action ETF in Q4 2023 and held it in 1 quarter.
  • Wellington Wealth Strategies's Veridien Climate Action ETF position peaked at $217K in Q4 2023.
  • 10 funds tracked by Wall St. Rank held Veridien Climate Action ETF as of Q1 2024.

Based on Wellington Wealth Strategies's 13F filing for Q1 2024, filed 14 May 2024.