IFP Advisors’s Global X Guru Index ETF GURU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $740K | Buy |
+13,794
| New | +$740K | 0.02% | 687 |
|
|
2022
Q4 | – | Sell |
-19
| Closed | -$1K | – | 4694 |
|
|
2022
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 4566 |
|
|
2022
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 4341 |
|
|
2022
Q1 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 4341 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3857 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3596 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3505 |
|
|
2019
Q1 | – | Sell |
-6,186
| Closed | -$168K | – | 2761 |
|
|
2018
Q4 | $168K | Sell |
6,186
-15
| -0.2% | -$407 | 0.01% | 931 |
|
|
2018
Q3 | $202K | Hold |
6,201
| – | – | 0.01% | 1066 |
|
|
2018
Q2 | $196K | Hold |
6,201
| – | – | 0.01% | 1070 |
|
|
2018
Q1 | $184K | Hold |
6,201
| – | – | 0.01% | 1028 |
|
|
2017
Q4 | $184K | Buy |
6,201
+210
| +4% | +$6.23K | 0.01% | 1027 |
|
|
2017
Q3 | $169K | Sell |
5,991
-145
| -2% | -$4.09K | 0.01% | 1231 |
|
|
2017
Q2 | $165K | Sell |
6,136
-8
| -0.1% | -$215 | 0.01% | 1232 |
|
|
2017
Q1 | $158K | Buy |
6,144
+842
| +16% | +$21.7K | 0.01% | 1230 |
|
|
2016
Q4 | $127K | Sell |
5,302
-7
| -0.1% | -$168 | 0.01% | 1301 |
|
|
2016
Q3 | $125K | Buy |
5,309
+77
| +1% | +$1.81K | 0.01% | 1241 |
|
|
2016
Q2 | $116K | Buy |
+5,232
| New | +$116K | 0.01% | 1242 |
|
|
2016
Q1 | – | Sell |
-6,391
| Closed | -$148K | – | 2805 |
|
|
2015
Q4 | $148K | Buy |
+6,391
| New | +$148K | 0.01% | 978 |
|