FLAGSHIP HARBOR ADVISORS, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is XYLD and the CUSIP is 37954Y475. A total of 132 filers reported holding GLOBAL X FDS in Q1 2022. The put-call ratio across all filers is 1.76 and the average weighting 0.2%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$550,447
-11.3%
14,154
-6.4%
0.05%
-9.8%
Q2 2023$620,819
-82.7%
15,123
-83.0%
0.05%
-84.9%
Q1 2023$3,593,426
+832.6%
88,725
+806.6%
0.34%
+766.7%
Q4 2022$385,311
-49.2%
9,787
-50.8%
0.04%
-55.7%
Q3 2022$758,000
-10.1%
19,892
+0.7%
0.09%
-7.4%
Q2 2022$843,000
-69.0%
19,749
-64.1%
0.10%
-63.7%
Q1 2022$2,722,000
+6.8%
54,960
+8.9%
0.26%
+8.7%
Q4 2021$2,548,000
+621.8%
50,448
+601.3%
0.24%
+534.2%
Q3 2021$353,0000.0%7,1930.0%0.04%0.0%
Q2 2021$353,000
-62.4%
7,193
-63.4%
0.04%
-64.5%
Q1 2021$940,00019,6580.11%
Other shareholders
GLOBAL X FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Iron Horse Wealth Management, LLC 106,142$5,151,0003.19%
Castle Rock Wealth Management, LLC 114,276$5,777,0001.98%
BEAM WEALTH ADVISORS, INC. 29,558$1,434,0001.23%
Trinity Legacy Partners, LLC 21,874$1,062,0000.38%
McAdam, LLC 56,779$2,755,0000.31%
Community Capital Management, LLC 6,000$291,0000.30%
ASHFORD CAPITAL MANAGEMENT INC 46,421$2,253,0000.20%
Brookstone Capital Management 188,690$9,317,0000.17%
Wagner Wealth Management, LLC 2,790$141,0000.11%
OLD MISSION CAPITAL LLC 51,072$2,479,0000.10%
View complete list of GLOBAL X FDS shareholders