Bank of America
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Bank of America’s Global X Guru Index ETF GURU Stock Holding History

Bank of America’s Portfolio GURU Stock Details GURU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8
Closed -$500 – 6212
2025
Q4 		$500 Buy
+8
New +$494 ﹤0.01% 6559
2023
Q4 		– Sell
-3
Closed -$109 – 8078
2023
Q3 		$109 Sell
3
-120
-98% -$4.52K ﹤0.01% 7463
2023
Q2 		$4.57K Sell
123
-173
-58% -$6.09K ﹤0.01% 7014
2023
Q1 		$10.4K Hold
296
– – ﹤0.01% 6907
2022
Q4 		$10.1K Sell
296
-415
-58% -$14.1K ﹤0.01% 6919
2022
Q3 		$23K Sell
711
-123
-15% -$4.34K ﹤0.01% 6972
2022
Q2 		$28K Buy
834
+14
+2% +$511 ﹤0.01% 7070
2022
Q1 		$34K Sell
820
-208
-20% -$8.79K ﹤0.01% 7321
2021
Q4 		$49K Sell
1,028
-1,302
-56% -$63.5K ﹤0.01% 7226
2021
Q3 		$113K Buy
2,330
+529
+29% +$26K ﹤0.01% 6654
2021
Q2 		$89K Sell
1,801
-282
-14% -$13.4K ﹤0.01% 6575
2021
Q1 		$96K Sell
2,083
-192
-8% -$8.84K ﹤0.01% 6406
2020
Q4 		$100K Buy
2,275
+227
+11% +$9.44K ﹤0.01% 5988
2020
Q3 		$78K Sell
2,048
-511
-20% -$18.7K ﹤0.01% 5804
2020
Q2 		$87K Sell
2,559
-32
-1% -$1.03K ﹤0.01% 5745
2020
Q1 		$70K Sell
2,591
-1,409
-35% -$47K ﹤0.01% 5711
2019
Q4 		$144K Sell
4,000
-77
-2% -$2.67K ﹤0.01% 5818
2019
Q3 		$135K Buy
4,077
+77
+2% +$2.58K ﹤0.01% 5895
2019
Q2 		$134K Buy
4,000
+311
+8% +$10.1K ﹤0.01% 5840
2019
Q1 		$118K Buy
3,689
+43
+1% +$1.33K ﹤0.01% 5792
2018
Q4 		$101K Sell
3,646
-377
-9% -$11.3K ﹤0.01% 5911
2018
Q3 		$131K Buy
4,023
+12
+0.3% +$387 ﹤0.01% 5739
2018
Q2 		$127K Sell
4,011
-204
-5% -$6.29K ﹤0.01% 5667
2018
Q1 		$126K Sell
4,215
-949
-18% -$29K ﹤0.01% 5617
2017
Q4 		$154K Sell
5,164
-1,309
-20% -$37.8K ﹤0.01% 5528
2017
Q3 		$183K Buy
6,473
+4,710
+267% +$129K ﹤0.01% 5429
2017
Q2 		$47K Sell
1,763
-203
-10% -$5.37K ﹤0.01% 5900
2017
Q1 		$51K Sell
1,966
-2,368
-55% -$60K ﹤0.01% 5920
2016
Q4 		$104K Sell
4,334
-1,204
-22% -$28.5K ﹤0.01% 5605
2016
Q3 		$130K Sell
5,538
-4,619
-45% -$107K ﹤0.01% 5326
2016
Q2 		$226K Sell
10,157
-24,947
-71% -$551K ﹤0.01% 5139
2016
Q1 		$774K Sell
35,104
-31,847
-48% -$667K ﹤0.01% 4288
2015
Q4 		$1.55M Sell
66,951
-20,568
-24% -$490K ﹤0.01% 4020
2015
Q3 		$2.03M Sell
87,519
-57,346
-40% -$1.46M ﹤0.01% 3758
2015
Q2 		$3.82M Sell
144,865
-24,738
-15% -$665K ﹤0.01% 2834
2015
Q1 		$4.45M Sell
169,603
-119,238
-41% -$3.09M ﹤0.01% 2572
2014
Q4 		$7.55M Sell
288,841
-86,702
-23% -$2.25M ﹤0.01% 2164
2014
Q3 		$9.88M Sell
375,543
-981
-0.3% -$25.9K ﹤0.01% 1951
2014
Q2 		$9.96M Sell
376,524
-45,385
-11% -$1.14M ﹤0.01% 1932
2014
Q1 		$10.4M Buy
421,909
+242,753
+135% +$6.05M ﹤0.01% 1754
2013
Q4 		$4.59M Buy
179,156
+85,178
+91% +$2.06M ﹤0.01% 2554
2013
Q3 		$2.13M Buy
93,978
+44,587
+90% +$984K ﹤0.01% 3211
2013
Q2 		$1.02M Buy
+49,391
New +$1.01M ﹤0.01% 3994

Other funds holding GURU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TAR
Trask Adam Roland $106M AUM
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America's GURU Position: Q1 2026 in Review

Bank of America sold out of Global X Guru Index ETF (GURU) in Q1 2026, closing a stake of 8 shares — an estimated $500 sold.

Bank of America first reported a position in GURU in Q2 2013 and held it in 43 quarters. The position peaked at $10.4M in Q1 2014. 18 funds tracked by Wall St. Rank hold GURU as of Q1 2026.

  • Bank of America reported no remaining Global X Guru Index ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 8 Global X Guru Index ETF shares in Q1 2026, an estimated $500.
  • Bank of America first reported a position in Global X Guru Index ETF in Q2 2013 and held it in 43 quarters.
  • Bank of America's Global X Guru Index ETF position peaked at $10.4M in Q1 2014.
  • 18 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.