Game Plan Financial Advisors’s Global X Guru Index ETF GURU Stock Holding History

Game Plan Financial Advisors’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
2026 Q1	–	Sell	-2	Closed	-$125	–	360
2025 Q4	$125	Buy	+2	New	+$123	﹤0.01%	327

Other funds holding GURU

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TAR

Trask Adam Roland $106M AUM

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

Game Plan Financial Advisors's GURU Position: Q1 2026 in Review

Game Plan Financial Advisors sold out of Global X Guru Index ETF (GURU) in Q1 2026, closing a stake of 2 shares — an estimated $125 sold.

Game Plan Financial Advisors first reported a position in GURU in Q4 2025 and held it in 1 quarter. The position peaked at $125 in Q4 2025. 18 funds tracked by Wall St. Rank hold GURU as of Q1 2026.

Game Plan Financial Advisors reported no remaining Global X Guru Index ETF position as of Q1 2026 after selling out during the quarter.
Game Plan Financial Advisors sold 2 Global X Guru Index ETF shares in Q1 2026, an estimated $125.
Game Plan Financial Advisors first reported a position in Global X Guru Index ETF in Q4 2025 and held it in 1 quarter.
Game Plan Financial Advisors's Global X Guru Index ETF position peaked at $125 in Q4 2025.
18 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.