RWB
GXDW

RMR Wealth Builders’s Global X Funds Global X Dorsey Wright Thematic ETF GXDW Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-241
Closed -$12K – 743
2021
Q1 		$12K Buy
+241
New +$12.3K ﹤0.01% 582

Other funds holding GXDW

SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFM
Andesa Financial Management Allentown, Pennsylvania $195M AUM 2.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

RMR Wealth Builders's GXDW Position: Q2 2021 in Review

RMR Wealth Builders sold out of Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) in Q2 2021, closing a stake of 241 shares — an estimated $12K sold.

RMR Wealth Builders first reported a position in GXDW in Q1 2021 and held it in 1 quarter. The position peaked at $12K in Q1 2021. 31 funds tracked by Wall St. Rank hold GXDW as of Q2 2021.

  • RMR Wealth Builders reported no remaining Global X Funds Global X Dorsey Wright Thematic ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 241 Global X Funds Global X Dorsey Wright Thematic ETF shares in Q2 2021, an estimated $12K.
  • RMR Wealth Builders first reported a position in Global X Funds Global X Dorsey Wright Thematic ETF in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's Global X Funds Global X Dorsey Wright Thematic ETF position peaked at $12K in Q1 2021.
  • 31 funds tracked by Wall St. Rank held Global X Funds Global X Dorsey Wright Thematic ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.