GLOBAL X FDS's ticker is POTX and the CUSIP is 37954Y426.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,000 | -25.0% | 290 | +0.7% | 0.00% | – |
| Q2 2021 | $4,000 | -20.0% | 288 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | +66.7% | 288 | +1.4% | 0.00% | – |
| Q4 2020 | $3,000 | +50.0% | 284 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | -33.3% | 284 | +3.6% | 0.00% | – |
| Q2 2020 | $3,000 | +50.0% | 274 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -50.0% | 274 | +1.5% | 0.00% | – |
| Q4 2019 | $4,000 | – | 270 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Partners, Inc. | 51,584 | $828,000 | 0.48% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 34,080 | $547,000 | 0.17% |
| Clearwater Capital Advisors, LLC | 16,700 | $268,000 | 0.03% |
| Mirae Asset Global Investments Co., Ltd. | 566,965 | $9,100,000 | 0.03% |
| FLAGSHIP HARBOR ADVISORS, LLC | 16,162 | $259,000 | 0.03% |
| Crescent Capital Consulting, LLC | 2,939 | $47,000 | 0.01% |
| Carolina Wealth Advisors, LLC | 800 | $13,000 | 0.01% |
| Cetera Investment Advisers | 19,295 | $310,000 | 0.01% |
| Carroll Financial Associates, Inc. | 6,279 | $100,000 | 0.01% |
| Founders Financial Alliance, LLC | 960 | $13,000 | 0.01% |