CX Institutional’s Global X Funds Global X Dorsey Wright Thematic ETF GXDW Stock Holding History

CX Institutional’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
2023 Q1	–	Sell	-45,139	Closed	-$1.03M	–	606
2022 Q4	$1.03M	Sell	45,139 -23,308	-34%	-$596K	0.06%	272
2022 Q3	$1.77M	Buy	68,447 +68,205	+28,184%	+$2.06M	0.12%	206
2022 Q2	$7K	Buy	+242	New	+$7.68K	﹤0.01%	1006
2022 Q1	–	Sell	-20,297	Closed	-$902K	–	409
2021 Q4	$902K	Buy	+20,297	New	+$993K	0.07%	208

Other funds holding GXDW

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

CX Institutional's GXDW Position: Q1 2023 in Review

CX Institutional sold out of Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) in Q1 2023, closing a stake of 45,139 shares — an estimated $1.03M sold.

CX Institutional first reported a position in GXDW in Q4 2021 and held it in 4 quarters. The position peaked at $1.77M in Q3 2022. 23 funds tracked by Wall St. Rank hold GXDW as of Q1 2023.

CX Institutional reported no remaining Global X Funds Global X Dorsey Wright Thematic ETF position as of Q1 2023 after selling out during the quarter.
CX Institutional sold 45,139 Global X Funds Global X Dorsey Wright Thematic ETF shares in Q1 2023, an estimated $1.03M.
CX Institutional first reported a position in Global X Funds Global X Dorsey Wright Thematic ETF in Q4 2021 and held it in 4 quarters.
CX Institutional's Global X Funds Global X Dorsey Wright Thematic ETF position peaked at $1.77M in Q3 2022.
23 funds tracked by Wall St. Rank held Global X Funds Global X Dorsey Wright Thematic ETF as of Q1 2023.

Based on CX Institutional's 13F filing for Q1 2023, filed 4 May 2023.