GLOBAL X FDS's ticker is FINX and the CUSIP is 37954Y814.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $323 | -3.9% | 16,104 | +5.9% | 0.04% | +2.8% |
| Q2 2023 | $336 | +40.0% | 15,212 | +32.0% | 0.04% | +28.6% |
| Q1 2023 | $240 | +20.0% | 11,523 | +10.6% | 0.03% | +33.3% |
| Q4 2022 | $200 | -99.9% | 10,416 | +26.1% | 0.02% | +16.7% |
| Q3 2022 | $167,000 | +40.3% | 8,257 | +46.6% | 0.02% | +12.5% |
| Q2 2022 | $119,000 | -32.0% | 5,633 | +2.9% | 0.02% | +6.7% |
| Q1 2022 | $175,000 | -36.6% | 5,476 | -20.2% | 0.02% | -34.8% |
| Q4 2021 | $276,000 | -4.5% | 6,861 | +14.3% | 0.02% | -4.2% |
| Q3 2021 | $289,000 | -69.6% | 6,005 | -69.9% | 0.02% | -80.0% |
| Q2 2021 | $951,000 | +17.8% | 19,972 | +9.1% | 0.12% | -4.8% |
| Q1 2021 | $807,000 | +63.4% | 18,299 | +72.4% | 0.13% | +59.5% |
| Q4 2020 | $494,000 | – | 10,616 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BBJS FINANCIAL ADVISORS, LLC | 152,063 | $2,927,210 | 1.32% |
| Stelac Advisory Services LLC | 147,530 | $2,839,953 | 1.29% |
| Cox Capital Mgt LLC | 50,602 | $974,089 | 0.63% |
| Essex LLC | 107,545 | $2,070,241 | 0.63% |
| TPB WEALTH ADVISORS | 55,797 | $1,145 | 0.59% |
| Joseph P. Lucia & Associates, LLC | 32,508 | $625,774 | 0.47% |
| Baltimore-Washington Financial Advisors, Inc. | 239,154 | $4,603,714 | 0.45% |
| Gerber Kawasaki Wealth & Investment Management | 156,222 | $3,007,263 | 0.27% |
| PROFESSIONAL ADVISORY SERVICES INC | 84,219 | $1,621 | 0.26% |
| Pinnacle Financial Group, LLC / IL | 19,047 | $366,664 | 0.26% |