GLOBAL X FDS's ticker is FINX and the CUSIP is 37954Y814.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,982 | +35828.0% | 446 | -63.4% | 0.00% | -100.0% |
| Q1 2023 | $25 | -80.8% | 1,219 | -81.9% | 0.00% | -80.0% |
| Q4 2022 | $130 | – | 6,736 | +673500.0% | 0.01% | – |
| Q3 2022 | $0 | -100.0% | 1 | -99.9% | 0.00% | -100.0% |
| Q2 2022 | $27,000 | +440.0% | 1,273 | +695.6% | 0.00% | – |
| Q1 2022 | $5,000 | -82.1% | 160 | -76.8% | 0.00% | – |
| Q4 2021 | $28,000 | -57.6% | 691 | -49.9% | 0.00% | -100.0% |
| Q3 2021 | $66,000 | +500.0% | 1,379 | +479.4% | 0.00% | – |
| Q2 2021 | $11,000 | +10.0% | 238 | -34.6% | 0.00% | -100.0% |
| Q3 2019 | $10,000 | +900.0% | 364 | +1922.2% | 0.00% | – |
| Q2 2019 | $1,000 | -94.1% | 18 | -97.0% | 0.00% | -100.0% |
| Q1 2019 | $17,000 | -77.0% | 599 | -82.0% | 0.00% | -80.0% |
| Q4 2018 | $74,000 | – | 3,334 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TPB WEALTH ADVISORS | 131,811 | $5,262,000 | 2.56% |
| Stelac Advisory Services LLC | 127,823 | $5,428,000 | 1.47% |
| MIRABELLA FINANCIAL SERVICES LLP | 352,959 | $14,128,000 | 1.43% |
| Joseph P. Lucia & Associates, LLC | 46,787 | $1,873,000 | 1.19% |
| Baltimore-Washington Financial Advisors, Inc. | 365,723 | $14,639,000 | 1.18% |
| Essex LLC | 102,169 | $4,090,000 | 1.09% |
| Sargent Investment Group, LLC | 109,124 | $4,368,000 | 1.00% |
| STRATEGIC WEALTH MANAGEMENT INC | 41,386 | $1,657,000 | 0.82% |
| Pinnacle Financial Group, LLC / IL | 20,118 | $805,000 | 0.62% |
| Islet Management, LP | 500,000 | $20,015,000 | 0.55% |