Kilter Group’s Global X Guru Index ETF GURU Stock Holding History

Kilter Group’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
2026 Q1	$4.12K	Hold	70	–	–	﹤0.01%	671
2025 Q4	$4.38K	Hold	70	–	–	﹤0.01%	541
2025 Q3	$4.17K	Hold	70	–	–	﹤0.01%	486
2025 Q2	$3.75K	Buy	+70	New	+$3.49K	﹤0.01%	467

Other funds holding GURU

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TAR

Trask Adam Roland $106M AUM

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

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

Kilter Group's GURU Position: Q1 2026 in Review

Kilter Group held its Global X Guru Index ETF (GURU) position steady in Q1 2026 at 70 shares worth $4.12K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Kilter Group first reported a position in GURU in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.38K in Q4 2025. 18 funds tracked by Wall St. Rank hold GURU as of Q1 2026.

Kilter Group held 70 shares of Global X Guru Index ETF worth $4.12K as of Q1 2026.
Kilter Group left its Global X Guru Index ETF share count unchanged in Q1 2026.
Global X Guru Index ETF made up ﹤0.01% of Kilter Group's portfolio in Q1 2026, its #671 holding.
Kilter Group first reported a position in Global X Guru Index ETF in Q2 2025 and has held it in 4 quarters since.
Kilter Group's Global X Guru Index ETF position peaked at $4.38K in Q4 2025.
18 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.