Clearstead Advisors’s Global X Guru Index ETF GURU Stock Holding History

Clearstead Advisors’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	$3K	Hold	51	–	–	﹤0.01%	1818
2025 Q4	$3.19K	Hold	51	–	–	﹤0.01%	2092
2025 Q3	$3.04K	Hold	51	–	–	﹤0.01%	2332
2025 Q2	$2.73K	Hold	51	–	–	﹤0.01%	2259
2025 Q1	$2.5K	Buy	+51	New	+$2.6K	﹤0.01%	1863

Other funds holding GURU

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clearstead Advisors's GURU Position: Q1 2026 in Review

Clearstead Advisors held its Global X Guru Index ETF (GURU) position steady in Q1 2026 at 51 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1818.

Clearstead Advisors first reported a position in GURU in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.19K in Q4 2025. 18 funds tracked by Wall St. Rank hold GURU as of Q1 2026.

Clearstead Advisors held 51 shares of Global X Guru Index ETF worth $3K as of Q1 2026.
Clearstead Advisors left its Global X Guru Index ETF share count unchanged in Q1 2026.
Global X Guru Index ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1818 holding.
Clearstead Advisors first reported a position in Global X Guru Index ETF in Q1 2025 and has held it in 5 quarters since.
Clearstead Advisors's Global X Guru Index ETF position peaked at $3.19K in Q4 2025.
18 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.