MWM
BFIT

MBE Wealth Management’s Global X Funds Global X Health & Wellness ETF BFIT Stock Holding History

MBE Wealth Management’s Portfolio BFIT Stock Details BFIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-120
Closed -$1K – 567
2020
Q1 		$1K Buy
+120
New +$2.31K ﹤0.01% 539

Other funds holding BFIT

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MBE Wealth Management's BFIT Position: Q2 2020 in Review

MBE Wealth Management sold out of Global X Funds Global X Health & Wellness ETF (BFIT) in Q2 2020, closing a stake of 120 shares — an estimated $1K sold.

MBE Wealth Management first reported a position in BFIT in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 9 funds tracked by Wall St. Rank hold BFIT as of Q2 2020.

  • MBE Wealth Management reported no remaining Global X Funds Global X Health & Wellness ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 120 Global X Funds Global X Health & Wellness ETF shares in Q2 2020, an estimated $1K.
  • MBE Wealth Management first reported a position in Global X Funds Global X Health & Wellness ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Global X Funds Global X Health & Wellness ETF position peaked at $1K in Q1 2020.
  • 9 funds tracked by Wall St. Rank held Global X Funds Global X Health & Wellness ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.