Capital Investment Advisory Services’s Global X Guru Index ETF GURU Stock Holding History

Capital Investment Advisory Services’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
2023 Q3	–	Sell	-100	Closed	-$3.71K	–	961
2023 Q2	$3.71K	Hold	100	–	–	﹤0.01%	820
2023 Q1	$3.52K	Sell	100 -203	-67%	-$7.22K	﹤0.01%	816
2022 Q4	$10.3K	Hold	303	–	–	﹤0.01%	749
2022 Q3	$10K	Hold	303	–	–	﹤0.01%	696
2022 Q2	$10K	Hold	303	–	–	﹤0.01%	715
2022 Q1	$13K	Sell	303 -82	-21%	-$3.46K	﹤0.01%	724
2021 Q4	$18K	Hold	385	–	–	﹤0.01%	681
2021 Q3	$19K	Hold	385	–	–	﹤0.01%	637
2021 Q2	$19K	Hold	385	–	–	﹤0.01%	667
2021 Q1	$18K	Buy	385 +182	+90%	+$8.38K	﹤0.01%	619
2020 Q4	$9K	Hold	203	–	–	﹤0.01%	626
2020 Q3	$8K	Buy	+203	New	+$7.44K	﹤0.01%	555

Other funds holding GURU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Investment Advisory Services's GURU Position: Q3 2023 in Review

Capital Investment Advisory Services sold out of Global X Guru Index ETF (GURU) in Q3 2023, closing a stake of 100 shares — an estimated $3.71K sold.

Capital Investment Advisory Services first reported a position in GURU in Q3 2020 and held it in 12 quarters. The position peaked at $19K in Q3 2021. 12 funds tracked by Wall St. Rank hold GURU as of Q3 2023.

Capital Investment Advisory Services reported no remaining Global X Guru Index ETF position as of Q3 2023 after selling out during the quarter.
Capital Investment Advisory Services sold 100 Global X Guru Index ETF shares in Q3 2023, an estimated $3.71K.
Capital Investment Advisory Services first reported a position in Global X Guru Index ETF in Q3 2020 and held it in 12 quarters.
Capital Investment Advisory Services's Global X Guru Index ETF position peaked at $19K in Q3 2021.
12 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q3 2023.

Based on Capital Investment Advisory Services's 13F filing for Q3 2023, filed 2 Nov 2023.