Xcel Wealth Management, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is QYLD and the CUSIP is 37954Y483. A total of 303 filers reported holding GLOBAL X FDS in Q2 2022. The put-call ratio across all filers is 1.72 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 Q2 2022
NameSharesValueWeighting ↓
Cook Wealth, LLC 1,986,242$36,686,00037.70%
Truadvice, LLC 755,000$13,930,0007.37%
Armor Investment Advisors, LLC 392,791$6,862,0004.45%
Redwood Financial Network Corp 183,580$3,207,0003.50%
MONTCHANIN ASSET MANAGEMENT, LLC 120,010$2,097,0002.90%
Cavalier Investments, LLC 433,397$7,571,0002.65%
MAS Advisors LLC 153,974$2,689,0002.43%
Accel Wealth Management 164,667$2,976,0001.71%
BTS Asset Management, Inc. 37,448$654,0001.47%
Thrive Capital Management, LLC 112,398$1,964,0001.36%
View complete list of GLOBAL X FDS shareholders