RFA
BFIT

Reilly Financial Advisors’s Global X Funds Global X Health & Wellness ETF BFIT Stock Holding History

Reilly Financial Advisors’s Portfolio BFIT Stock Details BFIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,350
Closed – – 1226
2021
Q3 		$0 Buy
+4,350
New +$131K ﹤0.01% 1087

Other funds holding BFIT

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Reilly Financial Advisors's BFIT Position: Q4 2021 in Review

Reilly Financial Advisors sold out of Global X Funds Global X Health & Wellness ETF (BFIT) in Q4 2021, closing a stake of 4,350 shares.

Reilly Financial Advisors first reported a position in BFIT in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 15 funds tracked by Wall St. Rank hold BFIT as of Q4 2021.

  • Reilly Financial Advisors reported no remaining Global X Funds Global X Health & Wellness ETF position as of Q4 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 4,350 Global X Funds Global X Health & Wellness ETF shares in Q4 2021.
  • Reilly Financial Advisors first reported a position in Global X Funds Global X Health & Wellness ETF in Q3 2021 and held it in 1 quarter.
  • Reilly Financial Advisors's Global X Funds Global X Health & Wellness ETF position peaked at $0 in Q3 2021.
  • 15 funds tracked by Wall St. Rank held Global X Funds Global X Health & Wellness ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.