EXENCIAL WEALTH ADVISORS, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is BOTZ and the CUSIP is 37954Y715. A total of 330 filers reported holding GLOBAL X FDS in Q4 2023. The put-call ratio across all filers is 0.67 and the average weighting 0.1%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q2 2024$229,370
-9.6%
7,435
-6.8%
0.01%0.0%
Q1 2024$253,654
-0.4%
7,974
-10.8%
0.01%
-10.0%
Q4 2023$254,793
+14.9%
8,940
-0.3%
0.01%
-9.1%
Q3 2023$221,766
-17.5%
8,971
-4.1%
0.01%
-8.3%
Q2 2023$268,892
+2.5%
9,356
-9.1%
0.01%
-14.3%
Q1 2023$262,421
+13.2%
10,291
-8.8%
0.01%
+16.7%
Q4 2022$231,763
+14.7%
11,278
+1.1%
0.01%0.0%
Q3 2022$202,000
-18.5%
11,154
-8.8%
0.01%
-14.3%
Q2 2022$248,000
-24.6%
12,228
+7.7%
0.01%
-17.6%
Q1 2022$329,000
+5.1%
11,354
+30.3%
0.02%
+13.3%
Q4 2021$313,000
+2.3%
8,715
+4.1%
0.02%
+15.4%
Q3 2021$306,0008,3680.01%
Other shareholders
GLOBAL X FDS shareholders Q4 2023
NameSharesValueWeighting ↓
NWI MANAGEMENT LP 845,018$24,514,0002.81%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 152,061$4,411,0002.62%
Bulltick Wealth Management, LLC 275,255$7,985,1481.80%
MCMILLION CAPITAL MANAGEMENT INC 74,635$2,165,0001.34%
Clearwater Capital Advisors, LLC 336,167$9,752,0001.12%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1,025,911$29,762,0001.07%
SOL Capital Management CO 182,197$5,286,0000.96%
Main Management ETF Advisors, LLC 271,215$7,868,0000.73%
Pinnacle Financial Group, LLC / IL 27,940$811,0000.66%
Prestige Wealth Management Group LLC 84,858$2,462,0000.61%
View complete list of GLOBAL X FDS shareholders