AWM
DAX icon

Alterna Wealth Management’s Global X DAX Germany ETF DAX Stock Holding History

Alterna Wealth Management’s Portfolio DAX Stock Details DAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,981
Closed -$312K – 102
2025
Q3 		$312K Hold
6,981
– – 0.26% 75
2025
Q2 		$314K Buy
+6,981
New +$294K 0.25% 76

Other funds holding DAX

OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alterna Wealth Management's DAX Position: Q4 2025 in Review

Alterna Wealth Management sold out of Global X DAX Germany ETF (DAX) in Q4 2025, closing a stake of 6,981 shares — an estimated $312K sold.

Alterna Wealth Management first reported a position in DAX in Q2 2025 and held it in 2 quarters. The position peaked at $314K in Q2 2025. 53 funds tracked by Wall St. Rank hold DAX as of Q4 2025.

  • Alterna Wealth Management reported no remaining Global X DAX Germany ETF position as of Q4 2025 after selling out during the quarter.
  • Alterna Wealth Management sold 6,981 Global X DAX Germany ETF shares in Q4 2025, an estimated $312K.
  • Alterna Wealth Management first reported a position in Global X DAX Germany ETF in Q2 2025 and held it in 2 quarters.
  • Alterna Wealth Management's Global X DAX Germany ETF position peaked at $314K in Q2 2025.
  • 53 funds tracked by Wall St. Rank held Global X DAX Germany ETF as of Q4 2025.

Based on Alterna Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.