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

Cetera 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
2024 Q1	$736K	Buy	+30,509	New	+$715K	0.01%	1332
2022 Q1	–	Sell	-8,191	Closed	-$364K	–	1546
2021 Q4	$364K	Buy	8,191 +3,680	+82%	+$180K	0.01%	1023
2021 Q3	$225K	Sell	4,511 -6,086	-57%	-$313K	﹤0.01%	1255
2021 Q2	$547K	Sell	10,597 -287	-3%	-$14K	0.01%	787
2021 Q1	$522K	Buy	+10,884	New	+$554K	0.01%	718

Other funds holding GXDW

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CCP

Clarity Capital Partners Newport Beach, California $280M AUM 25.04% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisors's GXDW Position: Q1 2024 in Review

Cetera Advisors opened a new position in Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) in Q1 2024: 30,509 shares worth $736K. The stake represents 0.01% of the portfolio and ranks #1332 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in GXDW as recently as Q4 2021.

Cetera Advisors first reported a position in GXDW in Q1 2021 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold GXDW as of Q1 2024.

Cetera Advisors held 30,509 shares of Global X Funds Global X Dorsey Wright Thematic ETF worth $736K as of Q1 2024.
Global X Funds Global X Dorsey Wright Thematic ETF was a new Cetera Advisors position in Q1 2024.
Global X Funds Global X Dorsey Wright Thematic ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1332 holding.
Cetera Advisors first reported a position in Global X Funds Global X Dorsey Wright Thematic ETF in Q1 2021 and has held it in 5 quarters since.
23 funds tracked by Wall St. Rank held Global X Funds Global X Dorsey Wright Thematic ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.