B. Riley Wealth Advisors, Inc. - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is XYLD and the CUSIP is 37954Y475. A total of 181 filers reported holding GLOBAL X FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.3%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$1,438,524
-2.8%
36,990
+2.6%
0.04%
+18.2%
Q2 2023$1,479,687
+1.7%
36,046
+0.4%
0.03%
-15.4%
Q1 2023$1,454,684
+1.7%
35,918
-0.2%
0.04%
-2.5%
Q4 2022$1,431,046
+7.2%
35,999
+2.8%
0.04%0.0%
Q3 2022$1,335,000
-27.4%
35,022
-18.7%
0.04%
-48.1%
Q2 2022$1,838,000
-9.1%
43,065
+5.4%
0.08%
+16.7%
Q1 2022$2,023,000
+34.2%
40,851
+36.9%
0.07%
+53.5%
Q4 2021$1,508,000
+54.8%
29,844
+48.7%
0.04%
+38.7%
Q3 2021$974,000
+26.3%
20,068
+27.7%
0.03%
+24.0%
Q2 2021$771,000
+6.5%
15,720
+3.9%
0.02%
-3.8%
Q1 2021$724,000
+18.9%
15,125
+10.1%
0.03%
-70.1%
Q4 2018$609,00013,7400.09%
Other shareholders
GLOBAL X FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Iron Horse Wealth Management, LLC 106,142$5,151,0003.19%
Castle Rock Wealth Management, LLC 114,276$5,777,0001.98%
BEAM WEALTH ADVISORS, INC. 29,558$1,434,0001.23%
Trinity Legacy Partners, LLC 21,874$1,062,0000.38%
McAdam, LLC 56,779$2,755,0000.31%
Community Capital Management, LLC 6,000$291,0000.30%
ASHFORD CAPITAL MANAGEMENT INC 46,421$2,253,0000.20%
Brookstone Capital Management 188,690$9,317,0000.17%
Wagner Wealth Management, LLC 2,790$141,0000.11%
OLD MISSION CAPITAL LLC 51,072$2,479,0000.10%
View complete list of GLOBAL X FDS shareholders