LPL Financial’s Global X Founder-Run Companies ETF BOSS Stock Holding History

LPL Financial’s Portfolio BOSS Stock Details BOSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-8,707	Closed	-$228K	–	4955
2023 Q3	$228K	Sell	8,707 -2,737	-24%	-$74.5K	﹤0.01%	4135
2023 Q2	$306K	Buy	11,444 +162	+1%	+$4K	﹤0.01%	3833
2023 Q1	$276K	Sell	11,282 -7,802	-41%	-$188K	﹤0.01%	3807
2022 Q4	$421K	Buy	19,084 +1,446	+8%	+$33.4K	﹤0.01%	3407
2022 Q3	$395K	Sell	17,638 -995	-5%	-$24.7K	﹤0.01%	3358
2022 Q2	$424K	Sell	18,633 -9,952	-35%	-$255K	﹤0.01%	3345
2022 Q1	$858K	Buy	28,585 +1,383	+5%	+$41.1K	﹤0.01%	2736
2021 Q4	$925K	Buy	27,202 +4,397	+19%	+$156K	﹤0.01%	2728
2021 Q3	$784K	Buy	22,805 +3,567	+19%	+$126K	﹤0.01%	2818
2021 Q2	$677K	Buy	19,238 +12,407	+182%	+$414K	﹤0.01%	2891
2021 Q1	$218K	Buy	+6,831	New	+$219K	﹤0.01%	3711

LPL Financial's BOSS Position: Q4 2023 in Review

LPL Financial sold out of Global X Founder-Run Companies ETF (BOSS) in Q4 2023, closing a stake of 8,707 shares — an estimated $228K sold.

LPL Financial first reported a position in BOSS in Q1 2021 and held it in 11 quarters. The position peaked at $925K in Q4 2021. 0 funds tracked by Wall St. Rank hold BOSS as of Q4 2023.

LPL Financial reported no remaining Global X Founder-Run Companies ETF position as of Q4 2023 after selling out during the quarter.
LPL Financial sold 8,707 Global X Founder-Run Companies ETF shares in Q4 2023, an estimated $228K.
LPL Financial first reported a position in Global X Founder-Run Companies ETF in Q1 2021 and held it in 11 quarters.
LPL Financial's Global X Founder-Run Companies ETF position peaked at $925K in Q4 2021.
0 funds tracked by Wall St. Rank held Global X Founder-Run Companies ETF as of Q4 2023.

Based on LPL Financial's 13F filing for Q4 2023, filed 14 Feb 2024.