AWA
GXDW

Arete Wealth Advisors’s Global X Funds Global X Dorsey Wright Thematic ETF GXDW Stock Holding History

Arete Wealth Advisors’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
2020
Q3 		– Sell
-12,063
Closed -$377K – 420
2020
Q2 		$377K Buy
+12,063
New +$328K 0.07% 259

Other funds holding GXDW

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Arete Wealth Advisors's GXDW Position: Q3 2020 in Review

Arete Wealth Advisors sold out of Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) in Q3 2020, closing a stake of 12,063 shares — an estimated $377K sold.

Arete Wealth Advisors first reported a position in GXDW in Q2 2020 and held it in 1 quarter. The position peaked at $377K in Q2 2020. 9 funds tracked by Wall St. Rank hold GXDW as of Q3 2020.

  • Arete Wealth Advisors reported no remaining Global X Funds Global X Dorsey Wright Thematic ETF position as of Q3 2020 after selling out during the quarter.
  • Arete Wealth Advisors sold 12,063 Global X Funds Global X Dorsey Wright Thematic ETF shares in Q3 2020, an estimated $377K.
  • Arete Wealth Advisors first reported a position in Global X Funds Global X Dorsey Wright Thematic ETF in Q2 2020 and held it in 1 quarter.
  • Arete Wealth Advisors's Global X Funds Global X Dorsey Wright Thematic ETF position peaked at $377K in Q2 2020.
  • 9 funds tracked by Wall St. Rank held Global X Funds Global X Dorsey Wright Thematic ETF as of Q3 2020.

Based on Arete Wealth Advisors's 13F filing for Q3 2020, filed 9 Nov 2020.