Advisor Group’s Global X Founder-Run Companies ETF BOSS Stock Holding History

Advisor Group’s Portfolio BOSS Stock Details BOSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$118K	Hold	5,810	–	–	﹤0.01%	2813
2019 Q3	$109K	Hold	5,810	–	–	﹤0.01%	2828
2019 Q2	$115K	Buy	5,810 +588	+11%	+$11.7K	﹤0.01%	2758
2019 Q1	$104K	Buy	5,222 +4,278	+453%	+$80.6K	﹤0.01%	2826
2018 Q4	$15K	Buy	+944	New	+$17.2K	﹤0.01%	3999

Other funds holding BOSS

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advisor Group's BOSS Position: Q4 2019 in Review

Advisor Group held its Global X Founder-Run Companies ETF (BOSS) position steady in Q4 2019 at 5,810 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #2813.

Advisor Group first reported a position in BOSS in Q4 2018 and has held it in 5 quarters since. 4 funds tracked by Wall St. Rank hold BOSS as of Q4 2019.

Advisor Group held 5,810 shares of Global X Founder-Run Companies ETF worth $118K as of Q4 2019.
Advisor Group left its Global X Founder-Run Companies ETF share count unchanged in Q4 2019.
Global X Founder-Run Companies ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2813 holding.
Advisor Group first reported a position in Global X Founder-Run Companies ETF in Q4 2018 and has held it in 5 quarters since.
4 funds tracked by Wall St. Rank held Global X Founder-Run Companies ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.