Sugarloaf Wealth Management, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is SNSR and the CUSIP is 37954Y780. A total of 77 filers reported holding GLOBAL X FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$15,315
-11.4%
5000.0%0.00%0.0%
Q2 2023$17,292
+3.9%
5000.0%0.00%0.0%
Q1 2023$16,640
+15.1%
5000.0%0.00%0.0%
Q4 2022$14,455
+3.2%
500
-4.6%
0.00%0.0%
Q3 2022$14,000
+7.7%
5240.0%0.00%
+33.3%
Q2 2022$13,000
-23.5%
5240.0%0.00%
-25.0%
Q1 2022$17,000
-19.0%
5240.0%0.00%
-20.0%
Q4 2021$21,000
+10.5%
5240.0%0.01%0.0%
Q3 2021$19,0000.0%5240.0%0.01%0.0%
Q2 2021$19,000
-5.0%
524
-81.5%
0.01%
-16.7%
Q1 2021$20,000
+5.3%
2,830
+371.7%
0.01%0.0%
Q4 2020$19,000
+18.8%
6000.0%0.01%0.0%
Q3 2020$16,000
+6.7%
6000.0%0.01%0.0%
Q2 2020$15,000
+36.4%
6000.0%0.01%
+20.0%
Q1 2020$11,000
-21.4%
6000.0%0.01%
-16.7%
Q4 2019$14,0006000.01%
Other shareholders
GLOBAL X FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Crew Capital Management, Ltd. 69,333$2,307,0002.22%
Clearwater Capital Advisors, LLC 448,477$14,921,0001.71%
THEORY FINANCIAL LLC 50,583$1,683,0001.12%
Claybrook Capital, LLC 37,693$1,254,0000.62%
MACROVIEW INVESTMENT MANAGEMENT LLC 11,884$395,0000.56%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 47,394$1,577,0000.52%
M Holdings Securities, Inc. 162,248$5,398,0000.41%
Patten Group, Inc. 38,329$1,275,0000.36%
Ellis Investment Partners, LLC 34,157$1,136,0000.27%
Archford Capital Strategies, LLC 32,674$1,053,0000.24%
View complete list of GLOBAL X FDS shareholders