Castle Rock Wealth Management, 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
Castle Rock Wealth Management, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$1,452,500
-9.3%
37,253
-4.4%
0.49%
-10.8%
Q2 2023$1,601,883
-2.0%
38,975
-3.3%
0.55%
-6.3%
Q1 2023$1,634,792
-49.7%
40,317
-49.6%
0.58%
-59.8%
Q4 2022$3,248,035
+7.9%
80,001
+1.5%
1.45%
-4.4%
Q3 2022$3,010,000
-9.4%
78,805
+1.9%
1.52%
-10.6%
Q2 2022$3,324,000
-25.7%
77,301
-15.0%
1.70%
-17.6%
Q1 2022$4,476,000
-18.8%
90,982
-20.3%
2.06%
-8.4%
Q4 2021$5,514,000
-4.6%
114,151
-0.1%
2.25%
+13.7%
Q3 2021$5,777,000
+8.8%
114,276
+5.9%
1.98%
+1.6%
Q2 2021$5,309,000
+207.9%
107,957
+197.7%
1.95%
+180.1%
Q1 2021$1,724,000
+133.0%
36,265
+130.0%
0.70%
+125.6%
Q4 2020$740,000
+24.6%
15,766
+17.9%
0.31%
-20.8%
Q3 2020$594,00013,3680.39%
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