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Comprehensive Wealth Management’s Global X Gold Explorers ETF NEW GOEX Stock Holding History

Comprehensive Wealth Management’s Portfolio GOEX Stock Details GOEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-12,796
Closed -$375K – 36
2021
Q4 		$375K Buy
12,796
+2,220
+21% +$66.5K 0.28% 12
2021
Q3 		$282K Buy
+10,576
New +$310K 0.27% 13

Other funds holding GOEX

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MA
MAS Advisors Miami, Florida $63.2M AUM 9.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Comprehensive Wealth Management's GOEX Position: Q1 2022 in Review

Comprehensive Wealth Management sold out of Global X Gold Explorers ETF NEW (GOEX) in Q1 2022, closing a stake of 12,796 shares — an estimated $375K sold.

Comprehensive Wealth Management first reported a position in GOEX in Q3 2021 and held it in 2 quarters. The position peaked at $375K in Q4 2021. 23 funds tracked by Wall St. Rank hold GOEX as of Q1 2022.

  • Comprehensive Wealth Management reported no remaining Global X Gold Explorers ETF NEW position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Wealth Management sold 12,796 Global X Gold Explorers ETF NEW shares in Q1 2022, an estimated $375K.
  • Comprehensive Wealth Management first reported a position in Global X Gold Explorers ETF NEW in Q3 2021 and held it in 2 quarters.
  • Comprehensive Wealth Management's Global X Gold Explorers ETF NEW position peaked at $375K in Q4 2021.
  • 23 funds tracked by Wall St. Rank held Global X Gold Explorers ETF NEW as of Q1 2022.

Based on Comprehensive Wealth Management's 13F filing for Q1 2022, filed 12 Jan 2024.