KIG
GXDW

Kowal Investment Group’s Global X Funds Global X Dorsey Wright Thematic ETF GXDW Stock Holding History

Kowal Investment Group’s Portfolio GXDW Stock Details GXDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-50
Closed -$2K – 986
2021
Q3 		$2K Buy
+50
New +$2.57K ﹤0.01% 848

Other funds holding GXDW

SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kowal Investment Group's GXDW Position: Q4 2021 in Review

Kowal Investment Group sold out of Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) in Q4 2021, closing a stake of 50 shares — an estimated $2K sold.

Kowal Investment Group first reported a position in GXDW in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 38 funds tracked by Wall St. Rank hold GXDW as of Q4 2021.

  • Kowal Investment Group reported no remaining Global X Funds Global X Dorsey Wright Thematic ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 50 Global X Funds Global X Dorsey Wright Thematic ETF shares in Q4 2021, an estimated $2K.
  • Kowal Investment Group first reported a position in Global X Funds Global X Dorsey Wright Thematic ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Global X Funds Global X Dorsey Wright Thematic ETF position peaked at $2K in Q3 2021.
  • 38 funds tracked by Wall St. Rank held Global X Funds Global X Dorsey Wright Thematic ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.