Realta Investment Advisors’s Global X Funds Global X Dorsey Wright Thematic ETF GXDW Stock Holding History

Realta Investment Advisors’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
2023 Q4	–	Sell	-20	Closed	-$533	–	823
2023 Q3	$533	Hold	20	–	–	﹤0.01%	778
2023 Q2	$533	Buy	+20	New	+$510	﹤0.01%	828
2023 Q1	–	Sell	-20	Closed	-$455	–	857
2022 Q4	$455	Hold	20	–	–	﹤0.01%	845
2022 Q3	$1K	Buy	+20	New	+$605	﹤0.01%	811

Other funds holding GXDW

SWA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

TWM

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

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Realta Investment Advisors's GXDW Position: Q4 2023 in Review

Realta Investment Advisors sold out of Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) in Q4 2023, closing a stake of 20 shares — an estimated $533 sold.

Realta Investment Advisors first reported a position in GXDW in Q3 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 22 funds tracked by Wall St. Rank hold GXDW as of Q4 2023.

Realta Investment Advisors reported no remaining Global X Funds Global X Dorsey Wright Thematic ETF position as of Q4 2023 after selling out during the quarter.
Realta Investment Advisors sold 20 Global X Funds Global X Dorsey Wright Thematic ETF shares in Q4 2023, an estimated $533.
Realta Investment Advisors first reported a position in Global X Funds Global X Dorsey Wright Thematic ETF in Q3 2022 and held it in 4 quarters.
Realta Investment Advisors's Global X Funds Global X Dorsey Wright Thematic ETF position peaked at $1K in Q3 2022.
22 funds tracked by Wall St. Rank held Global X Funds Global X Dorsey Wright Thematic ETF as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.