GLOBAL X FDS's ticker is FINX and the CUSIP is 37954Y814.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,245,679 | -69.1% | 61,851 | -66.1% | 0.35% | -37.5% |
| Q2 2023 | $4,025,126 | +94.4% | 182,380 | +69.6% | 0.56% | -10.5% |
| Q1 2023 | $2,070,241 | 0.0% | 107,545 | 0.0% | 0.63% | 0.0% |
| Q4 2022 | $2,070,241 | -14.6% | 107,545 | -10.1% | 0.63% | -21.7% |
| Q3 2022 | $2,425,000 | +52.0% | 119,591 | +59.7% | 0.80% | +61.7% |
| Q2 2022 | $1,595,000 | -75.0% | 74,878 | -62.4% | 0.49% | -42.9% |
| Q1 2022 | $6,378,000 | +55.9% | 199,216 | +95.0% | 0.86% | -20.9% |
| Q4 2021 | $4,090,000 | -14.3% | 102,169 | +2.7% | 1.09% | -17.4% |
| Q3 2021 | $4,775,000 | – | 99,439 | – | 1.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Baltimore-Washington Financial Advisors, Inc. | 264,603 | $6,392,000 | 1.15% |
| Sargent Investment Group, LLC | 24,987 | $604,000 | 0.28% |
| Mirador Capital Partners LP | 20,392 | $585,000 | 0.24% |
| Sowell Financial Services LLC | 80,912 | $1,955,000 | 0.14% |
| Brinker Capital Investments, LLC | 101,584 | $2,454,000 | 0.11% |
| Merit Financial Group, LLC | 39,375 | $951,000 | 0.11% |
| Archford Capital Strategies, LLC | 9,576 | $231,000 | 0.09% |
| EPG Wealth Management LLC | 4,004 | $97,000 | 0.07% |
| CreativeOne Wealth, LLC | 15,170 | $366,000 | 0.07% |
| STEPHENS INC /AR/ | 93,873 | $2,268,000 | 0.06% |