Envestnet Asset Management’s Global X Founder-Run Companies ETF BOSS Stock Holding History

Envestnet Asset Management’s Portfolio BOSS Stock Details BOSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-28,291	Closed	-$575K	–	3176
2019 Q4	$575K	Buy	+28,291	New	+$555K	﹤0.01%	2372

Other funds holding BOSS

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

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

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

Envestnet Asset Management's BOSS Position: Q1 2020 in Review

Envestnet Asset Management sold out of Global X Founder-Run Companies ETF (BOSS) in Q1 2020, closing a stake of 28,291 shares — an estimated $575K sold.

Envestnet Asset Management first reported a position in BOSS in Q4 2019 and held it in 1 quarter. The position peaked at $575K in Q4 2019. 6 funds tracked by Wall St. Rank hold BOSS as of Q1 2020.

Envestnet Asset Management reported no remaining Global X Founder-Run Companies ETF position as of Q1 2020 after selling out during the quarter.
Envestnet Asset Management sold 28,291 Global X Founder-Run Companies ETF shares in Q1 2020, an estimated $575K.
Envestnet Asset Management first reported a position in Global X Founder-Run Companies ETF in Q4 2019 and held it in 1 quarter.
Envestnet Asset Management's Global X Founder-Run Companies ETF position peaked at $575K in Q4 2019.
6 funds tracked by Wall St. Rank held Global X Founder-Run Companies ETF as of Q1 2020.

Based on Envestnet Asset Management's 13F filing for Q1 2020, filed 23 Apr 2020.