CAS
GXDW

Cascadia Advisory Services’s Global X Funds Global X Dorsey Wright Thematic ETF GXDW Stock Holding History

Cascadia Advisory Services’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
2021
Q3 		$246K Buy
4,928
+480
+11% +$24.7K 0.05% 226
2021
Q2 		$230K Buy
4,448
+45
+1% +$2.2K 0.05% 227
2021
Q1 		$211K Buy
+4,403
New +$224K 0.05% 218

Other funds holding GXDW

SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
AFM
Andesa Financial Management Allentown, Pennsylvania $195M AUM 2.34% 1-Year Est. Return

Cascadia Advisory Services's GXDW Position: Q3 2021 in Review

Cascadia Advisory Services increased its Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) stake by 11% in Q3 2021, buying an estimated $24.7K and bringing the position to 4,928 shares worth $246K. The position accounts for 0.05% of the portfolio, ranked #226.

Cascadia Advisory Services first reported a position in GXDW in Q1 2021 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold GXDW as of Q3 2021.

  • Cascadia Advisory Services held 4,928 shares of Global X Funds Global X Dorsey Wright Thematic ETF worth $246K as of Q3 2021.
  • Cascadia Advisory Services bought 480 Global X Funds Global X Dorsey Wright Thematic ETF shares in Q3 2021, an estimated $24.7K.
  • Global X Funds Global X Dorsey Wright Thematic ETF made up 0.05% of Cascadia Advisory Services's portfolio in Q3 2021, its #226 holding.
  • Cascadia Advisory Services first reported a position in Global X Funds Global X Dorsey Wright Thematic ETF in Q1 2021 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held Global X Funds Global X Dorsey Wright Thematic ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.