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Money Concepts Capital’s Global X Guru Index ETF GURU Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-100
Closed -$3.4K – 1515
2022
Q4 		$3.4K Buy
+100
New +$3.39K ﹤0.01% 2508
2022
Q2 		– Sell
-100
Closed -$4K – 1943
2022
Q1 		$4K Buy
+100
New +$4.23K ﹤0.01% 2275

Other funds holding GURU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Money Concepts Capital's GURU Position: Q1 2023 in Review

Money Concepts Capital sold out of Global X Guru Index ETF (GURU) in Q1 2023, closing a stake of 100 shares — an estimated $3.4K sold.

Money Concepts Capital first reported a position in GURU in Q1 2022 and held it in 2 quarters. The position peaked at $4K in Q1 2022. 17 funds tracked by Wall St. Rank hold GURU as of Q1 2023.

  • Money Concepts Capital reported no remaining Global X Guru Index ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 100 Global X Guru Index ETF shares in Q1 2023, an estimated $3.4K.
  • Money Concepts Capital first reported a position in Global X Guru Index ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Global X Guru Index ETF position peaked at $4K in Q1 2022.
  • 17 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.