WAG
OGIG icon

Windsor Advisory Group’s ALPS O'Shares Global Internet Giants ETF OGIG Stock Holding History

Windsor Advisory Group’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
2024
Q3 		– Sell
-1,000
Closed -$39.4K – 81
2024
Q2 		$39.4K Buy
+1,000
New +$38.2K 0.08% 44

Other funds holding OGIG

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Windsor Advisory Group's OGIG Position: Q3 2024 in Review

Windsor Advisory Group sold out of ALPS O'Shares Global Internet Giants ETF (OGIG) in Q3 2024, closing a stake of 1,000 shares — an estimated $39.4K sold.

Windsor Advisory Group first reported a position in OGIG in Q2 2024 and held it in 1 quarter. The position peaked at $39.4K in Q2 2024. 50 funds tracked by Wall St. Rank hold OGIG as of Q3 2024.

  • Windsor Advisory Group reported no remaining ALPS O'Shares Global Internet Giants ETF position as of Q3 2024 after selling out during the quarter.
  • Windsor Advisory Group sold 1,000 ALPS O'Shares Global Internet Giants ETF shares in Q3 2024, an estimated $39.4K.
  • Windsor Advisory Group first reported a position in ALPS O'Shares Global Internet Giants ETF in Q2 2024 and held it in 1 quarter.
  • Windsor Advisory Group's ALPS O'Shares Global Internet Giants ETF position peaked at $39.4K in Q2 2024.
  • 50 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q3 2024.

Based on Windsor Advisory Group's 13F filing for Q3 2024, filed 14 Nov 2024.