Kestra Advisory Services, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is CATH and the CUSIP is 37954Y889. A total of 110 filers reported holding GLOBAL X FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q3 2023$327,241
+10.8%
6,257
+15.4%
0.00%0.0%
Q2 2023$295,228
+8.0%
5,423
-0.4%
0.00%0.0%
Q1 2023$273,386
-1.3%
5,446
-8.6%
0.00%
+50.0%
Q4 2022$277,120
-99.9%
5,957
-68.6%
0.00%
-50.0%
Q3 2022$414,414,000
+49117.8%
18,980
+25.6%
0.00%
-55.6%
Q1 2022$842,000
-5.9%
15,109
-0.5%
0.01%0.0%
Q4 2021$895,000
+82.3%
15,192
+66.8%
0.01%
+80.0%
Q3 2021$491,000
-3.2%
9,108
-4.2%
0.01%
-16.7%
Q2 2021$507,000
-39.2%
9,511
-43.5%
0.01%
-45.5%
Q1 2021$834,000
+31.5%
16,845
+22.1%
0.01%
+57.1%
Q4 2020$634,000
-99.9%
13,798
+18.7%
0.01%
-22.2%
Q3 2020$483,000,00011,6220.01%
Other shareholders
GLOBAL X FDS shareholders Q4 2022
NameSharesValueWeighting ↓
BCM ADVISORS, LLC 314,240$16,573,0004.40%
First Bank & Trust 111,836$6,236,0001.92%
DAGCO, INC. 74,950$4,107,0001.86%
Fund Evaluation Group, LLC 241,770$13,481,0000.93%
JANICZEK WEALTH MANAGEMENT, LLC 55,747$3,108,0000.86%
Northwest Bancshares, Inc. 59,528$3,319,0000.64%
Corrigan Financial, Inc. 35,996$2,007,1580.64%
ISLAY CAPITAL MANAGEMENT, LLC 12,967$723,0000.60%
SENTINEL TRUST CO LBA 73,929$4,122,0000.50%
FIRETHORN WEALTH PARTNERS, LLC 9,804$547,0000.41%
View complete list of GLOBAL X FDS shareholders