Independent Advisor Alliance - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is XYLD and the CUSIP is 37954Y475. A total of 199 filers reported holding GLOBAL X FDS in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.

Quarter-by-quarter ownership
Independent Advisor Alliance ownership history of GLOBAL X FDS
ValueSharesWeighting
Q1 2024$312,346
+8.5%
7,657
+4.9%
0.01%
+10.0%
Q4 2023$287,828
+13.8%
7,298
+12.2%
0.01%
-9.1%
Q3 2023$253,024
-3.0%
6,506
+2.4%
0.01%0.0%
Q2 2023$260,772
+3.7%
6,353
+2.4%
0.01%
-8.3%
Q1 2023$251,3726,2070.01%
Other shareholders
GLOBAL X FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Caerus Investment Advisors, LLC 278,501$11,259,79511.01%
MAS Advisors LLC 39,574$1,599,9703.81%
Hamilton Wealth, LLC 335,716$13,573,0123.65%
Investment Partners Asset Management, Inc. 74,955$3,030,4342.70%
StoneCrest Wealth Management, Inc. 87,041$3,519,0682.68%
OLD SECOND NATIONAL BANK OF AURORA 224,147$9,062,2632.32%
JUNCTURE WEALTH STRATEGIES, LLC 127,768$5,165,6602.16%
River Street Advisors LLC 80,012$3,234,8861.99%
Thrive Capital Management, LLC 101,558$4,105,9651.88%
Global X Japan Co., Ltd. 278,702$11,267,9221.60%
View complete list of GLOBAL X FDS shareholders