IA
GURU icon

IFP Advisors’s Global X Guru Index ETF GURU Stock Holding History

IFP 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
2025
Q4 		– Sell
-14,103
Closed -$840K – 4952
2025
Q3 		$840K Buy
14,103
+309
+2% +$17.5K 0.02% 674
2025
Q2 		$740K Buy
+13,794
New +$687K 0.02% 687
2022
Q4 		– Sell
-19
Closed -$1K – 4692
2022
Q3 		$1K Hold
19
– – ﹤0.01% 4565
2022
Q2 		$1K Hold
19
– – ﹤0.01% 4340
2022
Q1 		$1K Buy
+19
New +$803 ﹤0.01% 4339
2019
Q1 		– Sell
-6,186
Closed -$168K – 2779
2018
Q4 		$168K Sell
6,186
-15
-0.2% -$449 0.01% 937
2018
Q3 		$202K Hold
6,201
– – 0.01% 1070
2018
Q2 		$196K Hold
6,201
– – 0.01% 1075
2018
Q1 		$184K Hold
6,201
– – 0.01% 1028
2017
Q4 		$184K Buy
6,201
+210
+4% +$6.07K 0.01% 1034
2017
Q3 		$169K Sell
5,991
-145
-2% -$3.98K 0.01% 1238
2017
Q2 		$165K Sell
6,136
-8
-0.1% -$212 0.01% 1238
2017
Q1 		$158K Buy
6,144
+842
+16% +$21.3K 0.01% 1235
2016
Q4 		$127K Sell
5,302
-7
-0.1% -$165 0.01% 1304
2016
Q3 		$125K Buy
5,309
+77
+1% +$1.78K 0.01% 1245
2016
Q2 		$116K Buy
+5,232
New +$116K 0.01% 1245
2016
Q1 		– Sell
-6,391
Closed -$148K – 2800
2015
Q4 		$148K Buy
+6,391
New +$152K 0.01% 980

Other funds holding GURU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

IFP Advisors's GURU Position: Q4 2025 in Review

IFP Advisors sold out of Global X Guru Index ETF (GURU) in Q4 2025, closing a stake of 14,103 shares — an estimated $840K sold.

IFP Advisors first reported a position in GURU in Q4 2015 and held it in 17 quarters. The position peaked at $840K in Q3 2025. 18 funds tracked by Wall St. Rank hold GURU as of Q4 2025.

  • IFP Advisors reported no remaining Global X Guru Index ETF position as of Q4 2025 after selling out during the quarter.
  • IFP Advisors sold 14,103 Global X Guru Index ETF shares in Q4 2025, an estimated $840K.
  • IFP Advisors first reported a position in Global X Guru Index ETF in Q4 2015 and held it in 17 quarters.
  • IFP Advisors's Global X Guru Index ETF position peaked at $840K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q4 2025.

Based on IFP Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.