AFM
GXDW

Andesa Financial Management’s Global X Funds Global X Dorsey Wright Thematic ETF GXDW Stock Holding History

Andesa Financial Management’s Portfolio GXDW Stock Details GXDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-19,609
Closed -$872K – 163
2021
Q4 		$872K Buy
19,609
+49
+0.3% +$2.4K 0.43% 61
2021
Q3 		$973K Sell
19,560
-16,490
-46% -$848K 0.53% 56
2021
Q2 		$1.86M Sell
36,050
-2,524
-7% -$123K 0.56% 49
2021
Q1 		$1.85M Buy
+38,574
New +$1.96M 0.6% 46

Other funds holding GXDW

SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return