SAM
BFIT

Secure Asset Management’s Global X Funds Global X Health & Wellness ETF BFIT Stock Holding History

Secure Asset Management’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
2022
Q1 		– Sell
-7,737
Closed -$217K – 236
2021
Q4 		$217K Buy
+7,737
New +$223K 0.09% 191

Other funds holding BFIT

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Secure Asset Management's BFIT Position: Q1 2022 in Review

Secure Asset Management sold out of Global X Funds Global X Health & Wellness ETF (BFIT) in Q1 2022, closing a stake of 7,737 shares — an estimated $217K sold.

Secure Asset Management first reported a position in BFIT in Q4 2021 and held it in 1 quarter. The position peaked at $217K in Q4 2021. 16 funds tracked by Wall St. Rank hold BFIT as of Q1 2022.

  • Secure Asset Management reported no remaining Global X Funds Global X Health & Wellness ETF position as of Q1 2022 after selling out during the quarter.
  • Secure Asset Management sold 7,737 Global X Funds Global X Health & Wellness ETF shares in Q1 2022, an estimated $217K.
  • Secure Asset Management first reported a position in Global X Funds Global X Health & Wellness ETF in Q4 2021 and held it in 1 quarter.
  • Secure Asset Management's Global X Funds Global X Health & Wellness ETF position peaked at $217K in Q4 2021.
  • 16 funds tracked by Wall St. Rank held Global X Funds Global X Health & Wellness ETF as of Q1 2022.

Based on Secure Asset Management's 13F filing for Q1 2022, filed 19 Apr 2022.