IFP Advisors’s Global X Gold Explorers ETF NEW GOEX Stock Holding History

IFP Advisors’s Portfolio GOEX Stock Details GOEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-440	Closed	-$10K	–	3806
2022 Q4	$10K	Hold	440	–	–	﹤0.01%	3378
2022 Q3	$10K	Hold	440	–	–	﹤0.01%	3641
2022 Q2	$10K	Hold	440	–	–	﹤0.01%	3397
2022 Q1	$10K	Buy	+440	New	+$13.2K	﹤0.01%	3397

Other funds holding GOEX

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

CAN

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

IFP Advisors's GOEX Position: Q1 2023 in Review

IFP Advisors sold out of Global X Gold Explorers ETF NEW (GOEX) in Q1 2023, closing a stake of 440 shares — an estimated $10K sold.

IFP Advisors first reported a position in GOEX in Q1 2022 and held it in 4 quarters. The position peaked at $10K in Q4 2022. 19 funds tracked by Wall St. Rank hold GOEX as of Q1 2023.

IFP Advisors reported no remaining Global X Gold Explorers ETF NEW position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 440 Global X Gold Explorers ETF NEW shares in Q1 2023, an estimated $10K.
IFP Advisors first reported a position in Global X Gold Explorers ETF NEW in Q1 2022 and held it in 4 quarters.
IFP Advisors's Global X Gold Explorers ETF NEW position peaked at $10K in Q4 2022.
19 funds tracked by Wall St. Rank held Global X Gold Explorers ETF NEW as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.