Summit Trail Advisors, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is QYLD and the CUSIP is 37954Y483. A total of 300 filers reported holding GLOBAL X FDS in Q3 2022. The put-call ratio across all filers is 2.60 and the average weighting 0.3%.

Quarter-by-quarter ownership
Summit Trail Advisors, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q2 2023$284,000
-5.4%
16,000
-8.6%
0.01%
-8.3%
Q1 2023$300,125
+6.7%
17,5000.0%0.01%0.0%
Q4 2022$281,169
+33.3%
17,500
+29.6%
0.01%
+9.1%
Q3 2022$211,000
-7.0%
13,500
+35.0%
0.01%
-26.7%
Q4 2021$227,000
+2.7%
10,0000.0%0.02%
-11.8%
Q3 2021$221,00010,0000.02%
Other shareholders
GLOBAL X FDS shareholders Q3 2022
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