SRS Capital Advisors, Inc. - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is XYLD and the CUSIP is 37954Y475. A total of 200 filers reported holding GLOBAL X FDS in Q3 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.

Quarter-by-quarter ownership
SRS Capital Advisors, Inc. ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$261,194
-2.9%
6,716
+2.5%
0.03%
-2.9%
Q2 2023$268,928
+3.8%
6,551
+2.5%
0.03%0.0%
Q1 2023$258,968
+7.0%
6,394
+4.0%
0.03%
+3.0%
Q4 2022$241,950
+3.8%
6,146
+0.5%
0.03%
-10.8%
Q3 2022$233,000
-7.9%
6,113
+3.1%
0.04%
-2.6%
Q2 2022$253,000
-11.2%
5,928
+3.1%
0.04%0.0%
Q1 2022$285,000
+1.4%
5,752
+3.4%
0.04%
+5.6%
Q4 2021$281,000
+5.6%
5,565
+1.4%
0.04%0.0%
Q3 2021$266,000
+1.1%
5,487
+2.2%
0.04%0.0%
Q2 2021$263,000
+4.4%
5,368
-1.3%
0.04%
-2.7%
Q4 2020$252,000
+5.9%
5,437
+1.9%
0.04%
-7.5%
Q3 2020$238,000
+7.7%
5,335
+2.7%
0.04%
+2.6%
Q2 2020$221,000
+12.2%
5,197
+1.0%
0.04%
-13.3%
Q1 2020$197,0005,1460.04%
Other shareholders
GLOBAL X FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Iron Horse Wealth Management, LLC 106,142$5,151,0003.19%
Castle Rock Wealth Management, LLC 114,276$5,777,0001.98%
BEAM WEALTH ADVISORS, INC. 29,558$1,434,0001.23%
Trinity Legacy Partners, LLC 21,874$1,062,0000.38%
McAdam, LLC 56,779$2,755,0000.31%
Community Capital Management, LLC 6,000$291,0000.30%
ASHFORD CAPITAL MANAGEMENT INC 46,421$2,253,0000.20%
Brookstone Capital Management 188,690$9,317,0000.17%
Wagner Wealth Management, LLC 2,790$141,0000.11%
OLD MISSION CAPITAL LLC 51,072$2,479,0000.10%
View complete list of GLOBAL X FDS shareholders