Ellevest Inc’s Global X Guru Index ETF GURU Stock Holding History

Ellevest Inc’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
2022 Q3	–	Sell	-2	Closed	–	–	1699
2022 Q2	$0	Buy	+2	New	+$73	﹤0.01%	1503

Other funds holding GURU

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

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

Ellevest Inc's GURU Position: Q3 2022 in Review

Ellevest Inc sold out of Global X Guru Index ETF (GURU) in Q3 2022, closing a stake of 2 shares.

Ellevest Inc first reported a position in GURU in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 13 funds tracked by Wall St. Rank hold GURU as of Q3 2022.

Ellevest Inc reported no remaining Global X Guru Index ETF position as of Q3 2022 after selling out during the quarter.
Ellevest Inc sold 2 Global X Guru Index ETF shares in Q3 2022.
Ellevest Inc first reported a position in Global X Guru Index ETF in Q2 2022 and held it in 1 quarter.
Ellevest Inc's Global X Guru Index ETF position peaked at $0 in Q2 2022.
13 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q3 2022.

Based on Ellevest Inc's 13F filing for Q3 2022, filed 2 Nov 2022.