CI
COLO

Cavalier Investments’s Global X MSCI Colombia ETF COLO Stock Holding History

Cavalier Investments’s Portfolio COLO Stock Details COLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$631K Sell
15,962
-1,414
-8% -$56K 0.02% 103
2025
Q4 		$619K Buy
17,376
+532
+3% +$19K 0.03% 76
2025
Q3 		$495K Buy
16,844
+868
+5% +$27K 0.04% 90
2025
Q2 		$461K Buy
+15,976
New +$451K 0.14% 63

Other funds holding COLO

MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cavalier Investments's COLO Position: Q1 2026 in Review

Cavalier Investments reduced its Global X MSCI Colombia ETF (COLO) stake by 8.1% in Q1 2026, selling an estimated $56K and leaving 15,962 shares worth $631K. The position accounts for 0.02% of the portfolio, ranked #103.

Cavalier Investments first reported a position in COLO in Q2 2025 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold COLO as of Q1 2026.

  • Cavalier Investments held 15,962 shares of Global X MSCI Colombia ETF worth $631K as of Q1 2026.
  • Cavalier Investments sold 1,414 Global X MSCI Colombia ETF shares in Q1 2026, an estimated $56K.
  • Global X MSCI Colombia ETF made up 0.02% of Cavalier Investments's portfolio in Q1 2026, its #103 holding.
  • Cavalier Investments first reported a position in Global X MSCI Colombia ETF in Q2 2025 and has held it in 4 quarters since.
  • 39 funds tracked by Wall St. Rank held Global X MSCI Colombia ETF as of Q1 2026.

Based on Cavalier Investments's 13F filing for Q1 2026, filed 15 May 2026.