WCG Wealth Advisors LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is PFFD and the CUSIP is 37954Y657. A total of 261 filers reported holding GLOBAL X FDS in Q4 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.4%.

Quarter-by-quarter ownership
WCG Wealth Advisors LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q2 2024$396
-39.5%
20,143
-38.0%
0.03%
-47.3%
Q1 2024$655
+17.2%
32,472
+12.6%
0.06%
+34.1%
Q4 2023$559
-21.8%
28,832
-18.6%
0.04%
-21.2%
Q3 2023$715
-11.8%
35,419
-14.8%
0.05%
-45.3%
Q2 2023$811
+4.0%
41,587
+5.9%
0.10%
-5.0%
Q1 2023$780
-99.9%
39,270
-14.9%
0.10%
-18.7%
Q4 2022$894,221
-5.4%
46,165
+0.2%
0.12%
-1.6%
Q3 2022$945,000
-33.4%
46,082
-26.2%
0.12%
+28.9%
Q2 2022$1,419,00062,4720.10%
Other shareholders
GLOBAL X FDS shareholders Q4 2023
NameSharesValueWeighting ↓
JBJ Investment Partners, LLC 774,848$16,954,0006.08%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 260,556$5,701,0004.10%
Fortis Capital Management LLC 52,377$1,146,0003.40%
Foresight Wealth Management, LLC 202,568$4,432,0003.05%
Trinity Legacy Partners, LLC 180,226$3,772,0002.66%
Ironsides Asset Advisors, LLC 182,320$3,989,0002.43%
Hochman Cole Investment Advisors, Inc. 152,513$3,337,0002.29%
Columbus Macro, LLC 323,388$7,076,0002.05%
RHS Financial, LLC 55,364$1,211,0001.62%
Morningstar Investment Management LLC 315,493$6,903,0001.27%
View complete list of GLOBAL X FDS shareholders