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CBTG
Cabot Growth ETF
CBTG
CBTG
Delisted
CBTG was delisted on the 1st of February, 2022.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
SW
1
SkyOak Wealth
Southfield,
Michigan
| $32.8M | +$171K | +6,072 | +0.5% |
|
| 2 |
S
2
SignatureFD
Atlanta,
Georgia
| $875K | – | – | – |
|
| 3 |
DADC
3
D.A. Davidson & Co
Great Falls,
Montana
| $298K | +$6.41K | +228 | +2% |
|
| 4 |
IIC
4
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $236K | +$365 | +13 | +0.2% |
|
| 5 |
5
Citadel Advisors
Miami,
Florida
| $221K | -$32.4K | -1,153 | -13% |
|
| 6 |
6
UBS Group
Zurich,
Switzerland
| $14K | +$13.4K | +478 | New |
|
| 7 |
AIP
7
Ahrens Investment Partners
Lafayette,
Louisiana
| – | -$450K | -15,050 | Closed |
|