CreativeOne Wealth, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is SOCL and the CUSIP is 37950E416. A total of 74 filers reported holding GLOBAL X FDS in Q4 2020. The put-call ratio across all filers is 10.82 and the average weighting 0.1%.

Quarter-by-quarter ownership
CreativeOne Wealth, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q2 2023$1,579
-99.8%
47,529
+52.7%
0.04%
-25.0%
Q3 2022$864,000
-52.6%
31,125
-43.4%
0.05%
-47.5%
Q2 2022$1,822,000
-25.0%
54,985
-4.2%
0.10%
-21.4%
Q1 2022$2,430,000
-21.8%
57,407
-0.5%
0.13%
-17.6%
Q4 2021$3,108,000
-32.1%
57,710
-23.1%
0.15%
-43.1%
Q3 2021$4,574,000
+2.1%
75,058
+21.2%
0.27%
-2.9%
Q2 2021$4,481,000
+29.9%
61,904
+19.7%
0.28%
+6.1%
Q1 2021$3,450,000
+18.1%
51,717
+9.4%
0.26%
+7.9%
Q4 2020$2,921,000
+78.1%
47,277
+40.7%
0.24%
+6.1%
Q3 2020$1,640,000
+81.8%
33,596
+59.6%
0.23%
+62.9%
Q2 2020$902,000
+128.9%
21,049
+57.6%
0.14%
+86.7%
Q1 2020$394,00013,3600.08%
Other shareholders
GLOBAL X FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Lee Financial Group Hawaii, Inc. 117,250$8,488,0006.12%
NexWave Capital Partners LLC 13,280$961,0001.84%
Joseph P. Lucia & Associates, LLC 31,940$2,312,0001.38%
Daiwa Securities Group Inc. 1,735,000$125,597,0000.85%
SEAVIEW INVESTMENT MANAGERS LLC 17,644$1,277,0000.65%
Great Diamond Partners, LLC 15,120$1,094,0000.31%
CreativeOne Wealth, LLC 61,904$4,481,0000.28%
Archford Capital Strategies, LLC 14,643$1,060,0000.27%
SOA Wealth Advisors, LLC. 14,244$1,031,0000.26%
Selective Wealth Management, Inc. 3,600$261,0000.21%
View complete list of GLOBAL X FDS shareholders