Financial Engines Advisors’s Global X Founder-Run Companies ETF BOSS Stock Holding History

Financial Engines Advisors’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
2022 Q2	–	Sell	-8,151	Closed	-$245K	–	333
2022 Q1	$245K	Buy	8,151 +201	+3%	+$5.97K	﹤0.01%	283
2021 Q4	$271K	Buy	+7,950	New	+$282K	﹤0.01%	231

Other funds holding BOSS

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

CIAS

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

Financial Engines Advisors's BOSS Position: Q2 2022 in Review

Financial Engines Advisors sold out of Global X Founder-Run Companies ETF (BOSS) in Q2 2022, closing a stake of 8,151 shares — an estimated $245K sold.

Financial Engines Advisors first reported a position in BOSS in Q4 2021 and held it in 2 quarters. The position peaked at $271K in Q4 2021. 6 funds tracked by Wall St. Rank hold BOSS as of Q2 2022.

Financial Engines Advisors reported no remaining Global X Founder-Run Companies ETF position as of Q2 2022 after selling out during the quarter.
Financial Engines Advisors sold 8,151 Global X Founder-Run Companies ETF shares in Q2 2022, an estimated $245K.
Financial Engines Advisors first reported a position in Global X Founder-Run Companies ETF in Q4 2021 and held it in 2 quarters.
Financial Engines Advisors's Global X Founder-Run Companies ETF position peaked at $271K in Q4 2021.
6 funds tracked by Wall St. Rank held Global X Founder-Run Companies ETF as of Q2 2022.

Based on Financial Engines Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.