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 MANAGEMENT GROUP LLC 932,738$15,203,62211.66%
Redwood Financial Network Corp 184,108$3,087,5003.27%
Thrive Capital Management, LLC 320,598$5,376,4322.98%
UNIQUE WEALTH, LLC 417,319$6,998,4412.92%
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 18,500,242$310,249,0582.75%
CENTAURUS FINANCIAL, INC. 1,451,956$24,3492.12%
HF Advisory Group, LLC 142,824$2,395,1471.78%
Cavalier Investments, LLC 250,151$4,195,0321.64%
Atlas Private Wealth Advisors 511,454$8,577,1561.62%
Joseph P. Lucia & Associates, LLC 135,850$2,278,2011.59%
View complete list of GLOBAL X FDS shareholders