GLOBAL X FDS's ticker is FINX and the CUSIP is 37954Y814.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $121 | -9.0% | 6,020 | 0.0% | 0.00% | – |
| Q2 2023 | $133 | +6.4% | 6,020 | 0.0% | 0.00% | – |
| Q1 2023 | $125 | +62.3% | 6,020 | +49.8% | 0.00% | – |
| Q4 2022 | $77 | -99.9% | 4,020 | 0.0% | 0.00% | – |
| Q3 2022 | $82,000 | -4.7% | 4,020 | 0.0% | 0.00% | – |
| Q2 2022 | $86,000 | -93.9% | 4,020 | -86.4% | 0.00% | -100.0% |
| Q3 2021 | $1,418,000 | -27.2% | 29,531 | -27.7% | 0.00% | 0.0% |
| Q2 2021 | $1,948,000 | +150.1% | 40,866 | +131.4% | 0.00% | – |
| Q1 2021 | $779,000 | – | 17,662 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MIRABELLA FINANCIAL SERVICES LLP | 1,248,968 | $25,554,000 | 2.65% |
| TPB WEALTH ADVISORS | 148,407 | $3,013,000 | 1.44% |
| Stelac Advisory Services LLC | 147,730 | $2,996,000 | 1.36% |
| Essex LLC | 119,591 | $2,425,000 | 0.80% |
| VALLEY FINANCIAL MANAGEMENT, INC. | 62,154 | $1,260,483,000 | 0.76% |
| Joseph P. Lucia & Associates, LLC | 39,218 | $795,000 | 0.62% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 102,839 | $2,148,000 | 0.46% |
| Baltimore-Washington Financial Advisors, Inc. | 257,851 | $5,278,000 | 0.44% |
| Eagle Strategies LLC | 36,840 | $747,000 | 0.39% |
| Atom Investors LP | 47,961 | $973,000 | 0.34% |