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

GLOBAL X FDS's ticker is PAVE and the CUSIP is 37954Y673. A total of 399 filers reported holding GLOBAL X FDS in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$2,770,655
-0.9%
91,200
+2.8%
0.08%
+19.0%
Q2 2023$2,795,821
-52.3%
88,728
-57.1%
0.06%
-59.6%
Q1 2023$5,864,895
+4.7%
206,875
-1.6%
0.16%
-0.6%
Q4 2022$5,599,333
+18.4%
210,268
+2.6%
0.16%
+9.8%
Q3 2022$4,728,000
+26.2%
205,029
+24.6%
0.14%
-9.5%
Q2 2022$3,747,000
-18.7%
164,524
+0.9%
0.16%
+4.6%
Q1 2022$4,610,000
-3.0%
162,991
-1.2%
0.15%
+10.2%
Q4 2021$4,751,000
+17.1%
165,008
+3.4%
0.14%
+6.2%
Q3 2021$4,056,000
+5.5%
159,612
+6.9%
0.13%
+3.2%
Q2 2021$3,845,000
+626.8%
149,303
+607.3%
0.12%
+557.9%
Q1 2021$529,00021,1080.02%
Other shareholders
GLOBAL X FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Paragon Wealth Strategies, LLC 850,226$18,033,0006.21%
Clarus Group, Inc. 295,664$6,691,0005.78%
Evolution Wealth Advisors, LLC 741,468$15,727,0003.55%
Pinnacle Advisory Group, Inc. 1,583,840$33,593,0002.03%
Frisch Financial Group, Inc. 225,696$4,787,0001.75%
RiverFront Investment Group, LLC 3,090,047$65,539,0001.44%
United Asset Strategies, Inc. 403,487$8,558,0001.34%
Curi Wealth Management, LLC 69,947$1,483,0001.07%
EVOKE WEALTH, LLC 726,828$15,456,0001.04%
Northeast Financial Group, Inc. 40,800$865,3680.66%
View complete list of GLOBAL X FDS shareholders