Guinness Atkinson Sust Enr-USOLRETF
13F holders, Q4 2024 (December 31)3holders
1new positions
1sold out
$24.55avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding Guinness Atkinson Sust Enr-U (SOLR) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Lakeside Advisors, INC. ($248K), Royal Bank of Canada ($189K) and Morgan Stanley ($40).
- Company
- Guinness Atkinson Sust Enr-U
- CUSIP
- 402031850
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $40 |
| Exits | 1 | $1K |
All 13F filers, Q3 2024 → Q4 2024: 1 shares bought and 8,189 shares sold, net −8,188 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Lakeside Advisors, INC. | 0.16% | Reduce -4.7% | 10,102 | $248K |
| Royal Bank of Canada | 0.00% | Reduce -49.8% | 7,695 | $189K |
| Morgan Stanley | 0.00% | New | 1 | $40 |
"% of holder's portfolio" is SOLR's weight in each manager's 13F, not the share of Guinness Atkinson Sust Enr-U the manager owns.