GLOBAL X FDS's ticker is FINX and the CUSIP is 37954Y814.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,020 | -8.5% | 944 | +0.2% | 0.00% | -33.3% |
| Q2 2023 | $20,795 | +6.0% | 942 | 0.0% | 0.00% | +50.0% |
| Q1 2023 | $19,617 | +8.2% | 942 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $18,136 | -4.5% | 942 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $19,000 | -5.0% | 942 | +0.2% | 0.00% | 0.0% |
| Q2 2022 | $20,000 | -33.3% | 940 | 0.0% | 0.00% | -33.3% |
| Q1 2022 | $30,000 | -16.7% | 940 | +5.6% | 0.00% | 0.0% |
| Q4 2021 | $36,000 | -16.3% | 890 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $43,000 | +2.4% | 890 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $42,000 | – | 890 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TPB WEALTH ADVISORS | 131,811 | $5,262,000 | 2.56% |
| Stelac Advisory Services LLC | 127,823 | $5,428,000 | 1.47% |
| MIRABELLA FINANCIAL SERVICES LLP | 352,959 | $14,128,000 | 1.43% |
| Joseph P. Lucia & Associates, LLC | 46,787 | $1,873,000 | 1.19% |
| Baltimore-Washington Financial Advisors, Inc. | 365,723 | $14,639,000 | 1.18% |
| Essex LLC | 102,169 | $4,090,000 | 1.09% |
| Sargent Investment Group, LLC | 109,124 | $4,368,000 | 1.00% |
| STRATEGIC WEALTH MANAGEMENT INC | 41,386 | $1,657,000 | 0.82% |
| Pinnacle Financial Group, LLC / IL | 20,118 | $805,000 | 0.62% |
| Islet Management, LP | 500,000 | $20,015,000 | 0.55% |