Selective Wealth Management, Inc. - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is SOCL and the CUSIP is 37950E416. A total of 80 filers reported holding GLOBAL X FDS in Q3 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.1%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2022$50,000
-54.1%
1,800
-45.5%
0.02%
-46.2%
Q2 2022$109,000
-22.1%
3,3000.0%0.04%
-23.5%
Q1 2022$140,000
-49.1%
3,300
-35.3%
0.05%
-54.5%
Q4 2021$275,000
-11.6%
5,1000.0%0.11%
-32.1%
Q3 2021$311,000
+19.2%
5,100
+41.7%
0.16%
-20.7%
Q2 2021$261,0003,6000.21%
Other shareholders
GLOBAL X FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Joseph P. Lucia & Associates, LLC 31,330$1,326,0000.81%
Daiwa Securities Group Inc. 1,385,000$58,627,0000.37%
Archford Capital Strategies, LLC 19,630$870,0000.19%
SOA Wealth Advisors, LLC. 14,244$602,0000.15%
CreativeOne Wealth, LLC 57,407$2,430,0000.13%
Realta Investment Advisors 6,051$256,0000.05%
Selective Wealth Management, Inc. 3,300$140,0000.05%
Covestor Ltd 1,776$75,0000.05%
CREATIVE FINANCIAL DESIGNS INC /ADV 7,719$327,0000.05%
Quantitative Advantage, LLC 5,112$216,0000.03%
View complete list of GLOBAL X FDS shareholders