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

Institute for 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
2020
Q1 		– Sell
-11
Closed – – 496
2019
Q4 		$0 Buy
+11
New +$381 ﹤0.01% 690

Other funds holding GURU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Institute for Wealth Management's GURU Position: Q1 2020 in Review

Institute for Wealth Management sold out of Global X Guru Index ETF (GURU) in Q1 2020, closing a stake of 11 shares.

Institute for Wealth Management first reported a position in GURU in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 13 funds tracked by Wall St. Rank hold GURU as of Q1 2020.

  • Institute for Wealth Management reported no remaining Global X Guru Index ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 11 Global X Guru Index ETF shares in Q1 2020.
  • Institute for Wealth Management first reported a position in Global X Guru Index ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Global X Guru Index ETF position peaked at $0 in Q4 2019.
  • 13 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.