Newfound Research’s Global X Scientific Beta US ETF SCIU Stock Holding History

Newfound Research’s Portfolio SCIU Stock Details SCIU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-154	Closed	-$4K	–	205
2020 Q1	$4K	Buy	154 +1	+0.7%	+$33	﹤0.01%	27
2019 Q4	$5K	Hold	153	–	–	﹤0.01%	60
2019 Q3	$5K	Buy	153 +2	+1%	+$66	﹤0.01%	71
2019 Q2	$5K	Hold	151	–	–	﹤0.01%	69
2019 Q1	$5K	Buy	151 +3	+2%	+$91	﹤0.01%	58
2018 Q4	$4K	Hold	148	–	–	﹤0.01%	48
2018 Q3	$5K	Hold	148	–	–	﹤0.01%	72
2018 Q2	$5K	Buy	148 +1	+0.7%	+$31	﹤0.01%	62
2018 Q1	$5K	Buy	147 +2	+1%	+$63	﹤0.01%	60
2017 Q4	$4K	Buy	145 +9	+7%	+$274	﹤0.01%	82
2017 Q3	$4K	Sell	136 -16	-11%	-$465	﹤0.01%	73
2017 Q2	$4K	Hold	152	–	–	﹤0.01%	81
2017 Q1	$4K	Buy	+152	New	+$4.16K	﹤0.01%	79

Other funds holding SCIU

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

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

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

WFA

Wade Financial Advisory Campbell, California $292M AUM 5.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Newfound Research's SCIU Position: Q2 2020 in Review

Newfound Research sold out of Global X Scientific Beta US ETF (SCIU) in Q2 2020, closing a stake of 154 shares — an estimated $4K sold.

Newfound Research first reported a position in SCIU in Q1 2017 and held it in 13 quarters. The position peaked at $5K in Q4 2019. 15 funds tracked by Wall St. Rank hold SCIU as of Q2 2020.

Newfound Research reported no remaining Global X Scientific Beta US ETF position as of Q2 2020 after selling out during the quarter.
Newfound Research sold 154 Global X Scientific Beta US ETF shares in Q2 2020, an estimated $4K.
Newfound Research first reported a position in Global X Scientific Beta US ETF in Q1 2017 and held it in 13 quarters.
Newfound Research's Global X Scientific Beta US ETF position peaked at $5K in Q4 2019.
15 funds tracked by Wall St. Rank held Global X Scientific Beta US ETF as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.