Accurate Wealth Management, LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is XYLD and the CUSIP is 37954Y475. A total of 183 filers reported holding GLOBAL X FDS in Q1 2023. The put-call ratio across all filers is 0.22 and the average weighting 0.3%.

Quarter-by-quarter ownership
Accurate Wealth Management, LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q2 2024$234,688
+3.4%
5,739
+0.5%
0.06%
-15.2%
Q1 2024$227,025
+5.0%
5,713
+4.9%
0.07%
-1.5%
Q4 2023$216,289
+179.6%
5,444
+181.1%
0.07%
+139.3%
Q4 2022$77,3451,9370.03%
Other shareholders
GLOBAL X FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Caerus Investment Advisors, LLC 278,501$11,259,79511.01%
MAS Advisors LLC 39,574$1,599,9703.81%
Hamilton Wealth, LLC 335,716$13,573,0123.65%
Investment Partners Asset Management, Inc. 74,955$3,030,4342.70%
StoneCrest Wealth Management, Inc. 87,041$3,519,0682.68%
OLD SECOND NATIONAL BANK OF AURORA 224,147$9,062,2632.32%
JUNCTURE WEALTH STRATEGIES, LLC 127,768$5,165,6602.16%
River Street Advisors LLC 80,012$3,234,8861.99%
Thrive Capital Management, LLC 101,558$4,105,9651.88%
Global X Japan Co., Ltd. 278,702$11,267,9221.60%
View complete list of GLOBAL X FDS shareholders