HBW Advisory Services’s Global X Founder-Run Companies ETF BOSS Stock Holding History

HBW Advisory Services’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 Q4	–	Sell	-2,026	Closed	-$45K	–	278
2022 Q3	$45K	Buy	+2,026	New	+$50.3K	0.01%	226

Other funds holding BOSS

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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

CIAS

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

HBW Advisory Services's BOSS Position: Q4 2022 in Review

HBW Advisory Services sold out of Global X Founder-Run Companies ETF (BOSS) in Q4 2022, closing a stake of 2,026 shares — an estimated $45K sold.

HBW Advisory Services first reported a position in BOSS in Q3 2022 and held it in 1 quarter. The position peaked at $45K in Q3 2022. 5 funds tracked by Wall St. Rank hold BOSS as of Q4 2022.

HBW Advisory Services reported no remaining Global X Founder-Run Companies ETF position as of Q4 2022 after selling out during the quarter.
HBW Advisory Services sold 2,026 Global X Founder-Run Companies ETF shares in Q4 2022, an estimated $45K.
HBW Advisory Services first reported a position in Global X Founder-Run Companies ETF in Q3 2022 and held it in 1 quarter.
HBW Advisory Services's Global X Founder-Run Companies ETF position peaked at $45K in Q3 2022.
5 funds tracked by Wall St. Rank held Global X Founder-Run Companies ETF as of Q4 2022.

Based on HBW Advisory Services's 13F filing for Q4 2022, filed 5 Jan 2023.