BELLEVUE ASSET MANAGEMENT, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is BOTZ and the CUSIP is 37954Y715. A total of 283 filers reported holding GLOBAL X FDS in Q3 2021. The put-call ratio across all filers is 0.69 and the average weighting 0.1%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$12,396
-13.9%
5010.0%0.01%
-11.1%
Q2 2023$14,398
+12.7%
5010.0%0.01%0.0%
Q1 2023$12,775
+9.5%
501
-12.3%
0.01%0.0%
Q4 2022$11,663
+6.0%
5710.0%0.01%0.0%
Q3 2022$11,000
-8.3%
571
+0.2%
0.01%0.0%
Q2 2022$12,000
-29.4%
5700.0%0.01%
-10.0%
Q1 2022$17,000
-19.0%
5700.0%0.01%
-16.7%
Q4 2021$21,0000.0%5700.0%0.01%
-7.7%
Q3 2021$21,000
+5.0%
5700.0%0.01%
+8.3%
Q2 2021$20,000
+5.3%
5700.0%0.01%0.0%
Q1 2021$19,000
-5.0%
5700.0%0.01%0.0%
Q4 2020$20,000
+42.9%
570
+14.0%
0.01%
+20.0%
Q3 2020$14,000
+16.7%
5000.0%0.01%
-16.7%
Q2 2020$12,000
+20.0%
5000.0%0.01%
+20.0%
Q1 2020$10,000
+100.0%
500
+100.0%
0.01%
+150.0%
Q4 2019$5,0002500.00%
Other shareholders
GLOBAL X FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 2,577,675$65,7314.09%
CPR Investments Inc. 128,271$3,270,9113.15%
Simplicity Wealth,LLC 74,281$1,894,1701.26%
Clearwater Capital Advisors, LLC 404,745$10,320,9981.26%
SOL Capital Management CO 288,323$7,352,2361.20%
MACROVIEW INVESTMENT MANAGEMENT LLC 20,619$525,7810.84%
MCMILLION CAPITAL MANAGEMENT INC 27,155$692,4530.65%
FLAGSTAR ADVISORS INC 61,911$1,578,7280.57%
Sterling Investment Counsel, LLC 36,352$926,9690.55%
NOTTINGHAM ADVISORS, INC. 160,690$4,097,5960.54%
View complete list of GLOBAL X FDS shareholders