Xcel Wealth Management, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is QYLD and the CUSIP is 37954Y483. A total of 287 filers reported holding GLOBAL X FDS in Q1 2022. The put-call ratio across all filers is 2.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Xcel Wealth Management, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q2 2023$717,508
-7.6%
40,423
-10.7%
0.23%
-16.8%
Q1 2023$776,518
+7.9%
45,278
+0.1%
0.27%
-3.5%
Q4 2022$719,418
-3.4%
45,218
-5.0%
0.28%
+2.2%
Q3 2022$745,000
-9.5%
47,593
+1.1%
0.28%
-7.7%
Q2 2022$823,000
-14.2%
47,090
+2.9%
0.30%
+14.1%
Q1 2022$959,000
+313.4%
45,745
+337.3%
0.26%
+338.3%
Q4 2021$232,00010,4600.06%
Other shareholders
GLOBAL X FDS shareholders Q1 2022
NameSharesValueWeighting ↓
COOK WEALTH MANAGEMENT GROUP LLC 932,738$15,203,62211.66%
Redwood Financial Network Corp 184,108$3,087,5003.27%
Thrive Capital Management, LLC 320,598$5,376,4322.98%
UNIQUE WEALTH, LLC 417,319$6,998,4412.92%
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 18,500,242$310,249,0582.75%
CENTAURUS FINANCIAL, INC. 1,451,956$24,3492.12%
HF Advisory Group, LLC 142,824$2,395,1471.78%
Cavalier Investments, LLC 250,151$4,195,0321.64%
Atlas Private Wealth Advisors 511,454$8,577,1561.62%
Joseph P. Lucia & Associates, LLC 135,850$2,278,2011.59%
View complete list of GLOBAL X FDS shareholders