Macroview Investment Management’s Global X Guru Index ETF GURU Stock Holding History

Macroview Investment 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
2023 Q3	–	Sell	-123	Closed	-$4.56K	–	828
2023 Q2	$4.56K	Hold	123	–	–	0.01%	357
2023 Q1	$4.32K	Hold	123	–	–	0.01%	327
2022 Q4	$4.17K	Hold	123	–	–	0.01%	332
2022 Q3	$4K	Buy	123 +1	+0.8%	+$35	0.01%	303
2022 Q2	$4K	Hold	122	–	–	0.01%	328
2022 Q1	$5K	Hold	122	–	–	0.01%	306
2021 Q4	$6K	Hold	122	–	–	0.01%	272
2021 Q3	$6K	Hold	122	–	–	0.01%	269
2021 Q2	$6K	Hold	122	–	–	0.01%	212
2021 Q1	$6K	Buy	122 +2	+2%	+$92	0.01%	188
2020 Q4	$5K	Buy	+120	New	+$4.99K	0.01%	182

Other funds holding GURU

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

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

PAG

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

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

SWA

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Macroview Investment Management's GURU Position: Q3 2023 in Review

Macroview Investment Management sold out of Global X Guru Index ETF (GURU) in Q3 2023, closing a stake of 123 shares — an estimated $4.56K sold.

Macroview Investment Management first reported a position in GURU in Q4 2020 and held it in 11 quarters. The position peaked at $6K in Q4 2021. 12 funds tracked by Wall St. Rank hold GURU as of Q3 2023.

Macroview Investment Management reported no remaining Global X Guru Index ETF position as of Q3 2023 after selling out during the quarter.
Macroview Investment Management sold 123 Global X Guru Index ETF shares in Q3 2023, an estimated $4.56K.
Macroview Investment Management first reported a position in Global X Guru Index ETF in Q4 2020 and held it in 11 quarters.
Macroview Investment Management's Global X Guru Index ETF position peaked at $6K in Q4 2021.
12 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q3 2023.

Based on Macroview Investment Management's 13F filing for Q3 2023, filed 26 Oct 2023.