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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
| $7.9M | -$14M | -655,349 | -59% |
|
| 2 |
S
2
SignatureFD
Atlanta,
Georgia
| $282K | -$298K | -14,000 | -46% |
|
| 3 |
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $177K | +$15.5K | +726 | +8% |
|
| 4 |
4
UBS Group
Zurich,
Switzerland
| $34K | +$34.3K | +1,609 | +466% |
|
| 5 |
AIP
5
Ahrens Investment Partners
Lafayette,
Louisiana
| $12K | +$14.9K | +700 | New |
|
| 6 |
6
JP Morgan Chase
New York
| $2K | +$2.13K | +100 | New |
|
| 7 |
DADC
7
D.A. Davidson & Co
Great Falls,
Montana
| – | -$263K | -10,507 | Closed |
|
| 8 |
IIC
8
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| – | -$203K | -8,116 | Closed |
|