MFG
GXDW

Monumental Financial Group’s Global X Funds Global X Dorsey Wright Thematic ETF GXDW Stock Holding History

Monumental Financial 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
2022
Q2 		– Sell
-728
Closed -$27K – 70
2022
Q1 		$27K Buy
+728
New +$27.3K 0.02% 39

Other funds holding GXDW

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

Monumental Financial Group's GXDW Position: Q2 2022 in Review

Monumental Financial Group sold out of Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) in Q2 2022, closing a stake of 728 shares — an estimated $27K sold.

Monumental Financial Group first reported a position in GXDW in Q1 2022 and held it in 1 quarter. The position peaked at $27K in Q1 2022. 31 funds tracked by Wall St. Rank hold GXDW as of Q2 2022.

  • Monumental Financial Group reported no remaining Global X Funds Global X Dorsey Wright Thematic ETF position as of Q2 2022 after selling out during the quarter.
  • Monumental Financial Group sold 728 Global X Funds Global X Dorsey Wright Thematic ETF shares in Q2 2022, an estimated $27K.
  • Monumental Financial Group first reported a position in Global X Funds Global X Dorsey Wright Thematic ETF in Q1 2022 and held it in 1 quarter.
  • Monumental Financial Group's Global X Funds Global X Dorsey Wright Thematic ETF position peaked at $27K in Q1 2022.
  • 31 funds tracked by Wall St. Rank held Global X Funds Global X Dorsey Wright Thematic ETF as of Q2 2022.

Based on Monumental Financial Group's 13F filing for Q2 2022, filed 28 Jul 2022.