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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
Q2 		$3.58K Hold
51
– – ﹤0.01% 2278
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clearstead Advisors's GURU Position: Q2 2026 in Review

Clearstead Advisors held its Global X Guru Index ETF (GURU) position steady in Q2 2026 at 51 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #2278.

Clearstead Advisors first reported a position in GURU in Q1 2025 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold GURU as of Q2 2026.

  • Clearstead Advisors held 51 shares of Global X Guru Index ETF worth $3.58K as of Q2 2026.
  • Clearstead Advisors left its Global X Guru Index ETF share count unchanged in Q2 2026.
  • Global X Guru Index ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2278 holding.
  • Clearstead Advisors first reported a position in Global X Guru Index ETF in Q1 2025 and has held it in 6 quarters since.
  • 20 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.