IHT Wealth Management’s Global X Guru Index ETF GURU Stock Holding History

IHT Wealth Management’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
2018 Q2	–	Sell	-604	Closed	-$18K	–	809
2018 Q1	$18K	Buy	604 +3	+0.5%	+$92	﹤0.01%	1015
2017 Q4	$18K	Hold	601	–	–	﹤0.01%	1018
2017 Q3	$17K	Sell	601 -3,199	-84%	-$87.9K	0.01%	817
2017 Q2	$26	Hold	3,800	–	–	0.01%	697
2017 Q1	$55K	Buy	3,800 +3,700	+3,700%	+$93.7K	0.04%	396
2016 Q4	$2K	Buy	+100	New	+$2.36K	﹤0.01%	1035

Other funds holding GURU

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

IHT Wealth Management's GURU Position: Q2 2018 in Review

IHT Wealth Management sold out of Global X Guru Index ETF (GURU) in Q2 2018, closing a stake of 604 shares — an estimated $18K sold.

IHT Wealth Management first reported a position in GURU in Q4 2016 and held it in 6 quarters. The position peaked at $55K in Q1 2017. 26 funds tracked by Wall St. Rank hold GURU as of Q2 2018.

IHT Wealth Management reported no remaining Global X Guru Index ETF position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 604 Global X Guru Index ETF shares in Q2 2018, an estimated $18K.
IHT Wealth Management first reported a position in Global X Guru Index ETF in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's Global X Guru Index ETF position peaked at $55K in Q1 2017.
26 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.