WealthPLAN Partners, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is QYLD and the CUSIP is 37954Y483. A total of 337 filers reported holding GLOBAL X FDS in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q2 2023$5,533
+4.5%
312
+1.0%
0.00%0.0%
Q1 2023$5,294
-99.2%
309
-99.1%
0.00%
-97.9%
Q1 2022$673,000
+6.5%
34,762
+14.3%
0.05%
+11.9%
Q4 2021$632,000
-4.0%
30,423
+5.2%
0.04%
-4.5%
Q3 2021$658,000
-12.0%
28,926
-12.3%
0.04%
-17.0%
Q2 2021$748,000
+0.1%
32,989
-1.9%
0.05%
-8.6%
Q1 2021$747,000
-3.6%
33,628
+1.5%
0.06%
-12.1%
Q4 2020$775,000
+13.6%
33,140
+7.1%
0.07%0.0%
Q3 2020$682,00030,9450.07%
Other shareholders
GLOBAL X FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Cook Wealth, LLC 1,986,242$36,686,00037.70%
Truadvice, LLC 755,000$13,930,0007.37%
Armor Investment Advisors, LLC 392,791$6,862,0004.45%
Redwood Financial Network Corp 183,580$3,207,0003.50%
MONTCHANIN ASSET MANAGEMENT, LLC 120,010$2,097,0002.90%
Cavalier Investments, LLC 433,397$7,571,0002.65%
MAS Advisors LLC 153,974$2,689,0002.43%
Accel Wealth Management 164,667$2,976,0001.71%
BTS Asset Management, Inc. 37,448$654,0001.47%
Thrive Capital Management, LLC 112,398$1,964,0001.36%
View complete list of GLOBAL X FDS shareholders