Joseph P. Lucia & Associates, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is LIT and the CUSIP is 37954Y855. A total of 376 filers reported holding GLOBAL X FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.1%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$315,021
-27.9%
5,710
-15.0%
0.22%
-24.7%
Q2 2023$436,869
-10.2%
6,719
-12.2%
0.29%
-13.9%
Q1 2023$486,372
-7.4%
7,653
-14.6%
0.34%
-13.7%
Q4 2022$525,210
-20.1%
8,961
-9.9%
0.39%
-23.8%
Q3 2022$657,000
-8.8%
9,945
+0.3%
0.52%
+1.6%
Q2 2022$720,000
-10.0%
9,918
-4.6%
0.51%
+4.3%
Q1 2022$800,000
+32.5%
10,398
+45.5%
0.49%
+26.8%
Q4 2021$604,000
+316.6%
7,148
+305.2%
0.38%
+346.5%
Q3 2021$145,000
+123.1%
1,764
+96.0%
0.09%
+120.5%
Q2 2021$65,000
+22.6%
9000.0%0.04%
+62.5%
Q1 2021$53,000
-7.0%
900
-3.0%
0.02%
-40.0%
Q4 2020$57,000
-5.0%
928
-51.2%
0.04%
-25.9%
Q2 2020$60,000
+46.3%
1,9000.0%0.05%
+17.4%
Q1 2020$41,000
-26.8%
1,900
-7.9%
0.05%
-9.8%
Q4 2019$56,000
-1.8%
2,063
-11.8%
0.05%
-13.6%
Q3 2019$57,000
-6.6%
2,3380.0%0.06%
-7.8%
Q2 2019$61,0002,3380.06%
Other shareholders
GLOBAL X FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Ocean Park Asset Management, LLC 75,900$5,512,000100.00%
CPR Investments Inc. 103,348$7,505,00011.28%
Legend Financial Advisors, Inc. 108,381$7,870,0008.13%
Portfolio Strategies, Inc. 416,790$30,266,0007.07%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 95,457$6,932,0004.16%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 74,661$5,422,0003.72%
Friedenthal Financial 62,299$4,524,0002.97%
Gerber Kawasaki Wealth & Investment Management 430,356$30,945,0002.94%
Cavalier Investments, LLC 82,733$6,008,0002.10%
McGowan Group Asset Management, Inc. 143,039$10,388,0001.74%
View complete list of GLOBAL X FDS shareholders