Pacific Center for Financial Services’s Global X Funds Global X Dorsey Wright Thematic ETF GXDW Stock Holding History

Pacific Center for Financial Services’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 Q3	$2K	Hold	94	–	–	﹤0.01%	367
2022 Q2	$3K	Hold	94	–	–	﹤0.01%	350
2022 Q1	$3K	Buy	94 +2	+2%	+$75	﹤0.01%	340
2021 Q4	$4K	Hold	92	–	–	﹤0.01%	330
2021 Q3	$5K	Hold	92	–	–	﹤0.01%	331
2021 Q2	$5K	Hold	92	–	–	﹤0.01%	302
2021 Q1	$4K	Buy	+92	New	+$4.68K	﹤0.01%	297

Other funds holding GXDW

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

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

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

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

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Pacific Center for Financial Services's GXDW Position: Q3 2022 in Review

Pacific Center for Financial Services held its Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) position steady in Q3 2022 at 94 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Pacific Center for Financial Services first reported a position in GXDW in Q1 2021 and has held it in 7 quarters since. The position peaked at $5K in Q3 2021. 32 funds tracked by Wall St. Rank hold GXDW as of Q3 2022.

Pacific Center for Financial Services held 94 shares of Global X Funds Global X Dorsey Wright Thematic ETF worth $2K as of Q3 2022.
Pacific Center for Financial Services left its Global X Funds Global X Dorsey Wright Thematic ETF share count unchanged in Q3 2022.
Global X Funds Global X Dorsey Wright Thematic ETF made up ﹤0.01% of Pacific Center for Financial Services's portfolio in Q3 2022, its #367 holding.
Pacific Center for Financial Services first reported a position in Global X Funds Global X Dorsey Wright Thematic ETF in Q1 2021 and has held it in 7 quarters since.
Pacific Center for Financial Services's Global X Funds Global X Dorsey Wright Thematic ETF position peaked at $5K in Q3 2021.
32 funds tracked by Wall St. Rank held Global X Funds Global X Dorsey Wright Thematic ETF as of Q3 2022.

Based on Pacific Center for Financial Services's 13F filing for Q3 2022, filed 14 Nov 2022.