BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is LIT and the CUSIP is 37954Y855. A total of 441 filers reported holding GLOBAL X FDS in Q1 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.2%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$34,812
-18.8%
631
-4.2%
0.01%
-18.2%
Q2 2023$42,848
+2.3%
6590.0%0.01%
-15.4%
Q1 2023$41,879
+8.4%
6590.0%0.01%0.0%
Q4 2022$38,624
-12.2%
6590.0%0.01%
-18.8%
Q3 2022$44,000
-4.3%
659
+3.1%
0.02%
+6.7%
Q2 2022$46,000
-2.1%
639
+4.6%
0.02%
+15.4%
Q1 2022$47,000
-9.6%
6110.0%0.01%
-7.1%
Q4 2021$52,000
+6.1%
611
+1.8%
0.01%0.0%
Q3 2021$49,000
+14.0%
6000.0%0.01%
+7.7%
Q2 2021$43,000
+22.9%
6000.0%0.01%
+18.2%
Q1 2021$35,000
+16.7%
600
+20.0%
0.01%
+10.0%
Q4 2020$30,000
+50.0%
5000.0%0.01%
+25.0%
Q3 2020$20,0000.0%5000.0%0.01%
-11.1%
Q2 2020$20,000
+81.8%
5000.0%0.01%
+50.0%
Q1 2020$11,000
-21.4%
5000.0%0.01%0.0%
Q4 2019$14,000
+16.7%
5000.0%0.01%0.0%
Q3 2019$12,000
-7.7%
5000.0%0.01%0.0%
Q2 2019$13,000
-7.1%
5000.0%0.01%
-14.3%
Q1 2019$14,000
+7.7%
5000.0%0.01%0.0%
Q4 2018$13,000
-18.8%
5000.0%0.01%0.0%
Q3 2018$16,0000.0%5000.0%0.01%0.0%
Q2 2018$16,0000.0%5000.0%0.01%0.0%
Q1 2018$16,000
-15.8%
5000.0%0.01%
-22.2%
Q4 2017$19,0000.0%5000.0%0.01%0.0%
Q3 2017$19,0005000.01%
Other shareholders
GLOBAL X FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Ocean Park Asset Management, LLC 75,900$5,512,000100.00%
CPR Investments Inc. 103,348$7,505,00011.28%
Legend Financial Advisors, Inc. 108,381$7,870,0008.13%
Portfolio Strategies, Inc. 416,790$30,266,0007.07%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 95,457$6,932,0004.16%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 74,661$5,422,0003.72%
Friedenthal Financial 62,299$4,524,0002.97%
Gerber Kawasaki Wealth & Investment Management 430,356$30,945,0002.94%
Cavalier Investments, LLC 82,733$6,008,0002.10%
McGowan Group Asset Management, Inc. 143,039$10,388,0001.74%
View complete list of GLOBAL X FDS shareholders