Xcel Wealth Management, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is QYLD and the CUSIP is 37954Y483. A total of 332 filers reported holding GLOBAL X FDS in Q2 2023. The put-call ratio across all filers is 0.01 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 2023
NameSharesValueWeighting ↓
Cook Wealth, LLC 2,047,108$32,569,49031.39%
Armor Investment Advisors, LLC 431,410$6,863,7374.17%
Redwood Financial Network Corp 180,467$2,871,2223.26%
Cavalier Investments, LLC 569,063$9,053,7923.25%
MONTCHANIN ASSET MANAGEMENT, LLC 137,460$2,1872.99%
UNIQUE WEALTH, LLC 350,489$5,576,3272.98%
Thrive Capital Management, LLC 198,809$3,163,0512.07%
MAS Advisors LLC 136,308$2,168,6932.04%
PSI Advisors, LLC 223,520$3,556,1981.89%
HF Advisory Group, LLC 107,168$1,705,0371.72%
View complete list of GLOBAL X FDS shareholders