Householder Group Estate & Retirement Specialist’s Global X Founder-Run Companies ETF BOSS Stock Holding History

Householder Group Estate & Retirement Specialist’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	-6	Closed	–	–	1228
2022 Q3	$0	Buy	+6	New	+$149	﹤0.01%	1220

Other funds holding BOSS

LPL Financial San Diego, California $445B AUM 25.58% 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

Householder Group Estate & Retirement Specialist's BOSS Position: Q4 2022 in Review

Householder Group Estate & Retirement Specialist sold out of Global X Founder-Run Companies ETF (BOSS) in Q4 2022, closing a stake of 6 shares.

Householder Group Estate & Retirement Specialist first reported a position in BOSS in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 5 funds tracked by Wall St. Rank hold BOSS as of Q4 2022.

Householder Group Estate & Retirement Specialist reported no remaining Global X Founder-Run Companies ETF position as of Q4 2022 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 6 Global X Founder-Run Companies ETF shares in Q4 2022.
Householder Group Estate & Retirement Specialist first reported a position in Global X Founder-Run Companies ETF in Q3 2022 and held it in 1 quarter.
Householder Group Estate & Retirement Specialist's Global X Founder-Run Companies ETF position peaked at $0 in Q3 2022.
5 funds tracked by Wall St. Rank held Global X Founder-Run Companies ETF as of Q4 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2022, filed 19 Jan 2023.