Creative Planning - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is QYLD and the CUSIP is 37954Y483. A total of 303 filers reported holding GLOBAL X FDS in Q3 2022. The put-call ratio across all filers is 2.60 and the average weighting 0.3%.

Quarter-by-quarter ownership
Creative Planning ownership history of GLOBAL X FDS
ValueSharesWeighting
Q2 2024$513,136
-14.0%
29,040
-12.8%
0.00%0.0%
Q1 2024$596,762
+40.5%
33,320
+36.0%
0.00%0.0%
Q4 2023$424,856
-22.8%
24,501
-25.4%
0.00%0.0%
Q3 2023$550,500
-51.1%
32,826
-48.2%
0.00%0.0%
Q2 2023$1,125,675
+23.2%
63,418
+19.0%
0.00%0.0%
Q1 2023$913,884
-3.5%
53,288
-10.5%
0.00%0.0%
Q4 2022$947,267
+39.7%
59,539
+37.5%
0.00%0.0%
Q3 2022$678,000
+3.0%
43,295
+14.9%
0.00%0.0%
Q2 2022$658,000
+25.3%
37,693
+50.4%
0.00%0.0%
Q1 2022$525,000
-6.9%
25,059
-1.4%
0.00%0.0%
Q4 2021$564,000
+79.0%
25,418
+77.9%
0.00%0.0%
Q3 2021$315,000
+1.6%
14,285
+3.4%
0.00%0.0%
Q2 2021$310,000
-43.2%
13,814
-44.0%
0.00%0.0%
Q1 2021$546,000
+0.2%
24,677
+3.2%
0.00%0.0%
Q4 2020$545,000
+38.3%
23,922
+30.8%
0.00%0.0%
Q3 2020$394,000
-12.2%
18,285
-14.6%
0.00%0.0%
Q2 2020$449,000
+11.1%
21,399
+2.1%
0.00%0.0%
Q1 2020$404,000
-14.9%
20,958
+4.1%
0.00%0.0%
Q4 2019$475,000
+23.1%
20,137
+17.9%
0.00%0.0%
Q3 2019$386,000
+19.5%
17,073
+20.6%
0.00%0.0%
Q2 2019$323,000
+3.9%
14,158
+3.5%
0.00%0.0%
Q1 2019$311,000
+6.1%
13,681
-0.4%
0.00%0.0%
Q4 2018$293,00013,7310.00%
Other shareholders
GLOBAL X FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Cook Wealth, LLC 1,882,636$38,971,00039.99%
Armor Investment Advisors, LLC 350,087$7,768,0004.38%
RATIONAL ADVISORS LLC 3,038,383$67,421,0004.13%
Cavalier Investments, LLC 333,680$7,404,0001.92%
MAS Advisors LLC 117,014$2,602,0001.90%
Accel Wealth Management 151,471$3,361,0001.65%
Colonial River Wealth Management, LLC 107,397$2,383,0001.28%
Weaver Consulting Group 88,791$1,970,0000.95%
Castle Rock Wealth Management, LLC 111,558$2,279,0000.93%
BEAM WEALTH ADVISORS, INC. 36,390$807,0000.92%
View complete list of GLOBAL X FDS shareholders