BEAM WEALTH ADVISORS, INC. - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is XYLD and the CUSIP is 37954Y475. A total of 200 filers reported holding GLOBAL X FDS in Q3 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.

Quarter-by-quarter ownership
BEAM WEALTH ADVISORS, INC. ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$1,880,477
-5.8%
48,354
-0.5%
1.34%
-3.5%
Q2 2023$1,995,286
-0.4%
48,606
-1.8%
1.38%
-31.1%
Q1 2023$2,003,677
+5.6%
49,474
+2.7%
2.01%
+1.7%
Q4 2022$1,897,153
+5.2%
48,188
+1.8%
1.98%
-1.5%
Q3 2022$1,804,000
+1.3%
47,336
+13.5%
2.01%
+1.6%
Q2 2022$1,780,000
-7.7%
41,706
+7.1%
1.98%
-10.8%
Q1 2022$1,929,000
+15.9%
38,946
+18.2%
2.22%
+16.3%
Q4 2021$1,664,000
+16.0%
32,954
+11.5%
1.91%
+54.8%
Q3 2021$1,434,000
+10.6%
29,558
+11.8%
1.23%
+10.1%
Q2 2021$1,296,000
+23.9%
26,431
+20.8%
1.12%
+20.0%
Q1 2021$1,046,000
+27.4%
21,877
+23.6%
0.93%
+20.3%
Q4 2020$821,000
+13.4%
17,695
+9.1%
0.78%
+14.3%
Q3 2020$724,000
+4.8%
16,223
+1.0%
0.68%
-2.6%
Q2 2020$691,000
+15.9%
16,066
+2.9%
0.70%
+18.0%
Q1 2020$596,000
-12.2%
15,608
+16.4%
0.59%
-6.8%
Q4 2019$679,00013,4090.63%
Other shareholders
GLOBAL X FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Iron Horse Wealth Management, LLC 106,142$5,151,0003.19%
Castle Rock Wealth Management, LLC 114,276$5,777,0001.98%
BEAM WEALTH ADVISORS, INC. 29,558$1,434,0001.23%
Trinity Legacy Partners, LLC 21,874$1,062,0000.38%
McAdam, LLC 56,779$2,755,0000.31%
Community Capital Management, LLC 6,000$291,0000.30%
ASHFORD CAPITAL MANAGEMENT INC 46,421$2,253,0000.20%
Brookstone Capital Management 188,690$9,317,0000.17%
Wagner Wealth Management, LLC 2,790$141,0000.11%
OLD MISSION CAPITAL LLC 51,072$2,479,0000.10%
View complete list of GLOBAL X FDS shareholders