SFMG Wealth Advisors’s Global X Funds Global X Dorsey Wright Thematic ETF GXDW Stock Holding History

SFMG Wealth 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
2024 Q1	–	Sell	-114,581	Closed	-$2.82M	–	296
2023 Q4	$2.82M	Sell	114,581 -72,271	-39%	-$1.66M	0.26%	54
2023 Q3	$4.39M	Buy	186,852 +7,308	+4%	+$192K	0.45%	29
2023 Q2	$4.79M	Buy	179,544 +5,916	+3%	+$151K	0.49%	25
2023 Q1	$4.42M	Buy	173,628 +40,098	+30%	+$1.02M	0.48%	30
2022 Q4	$3.04M	Sell	133,530 -35,017	-21%	-$895K	0.34%	43
2022 Q3	$4.28M	Buy	168,547 +8,432	+5%	+$255K	0.5%	25
2022 Q2	$4.64M	Buy	160,115 +10,989	+7%	+$349K	0.54%	24
2022 Q1	$5.58M	Buy	149,126 +28,225	+23%	+$1.06M	0.55%	24
2021 Q4	$5.38M	Buy	120,901 +56,033	+86%	+$2.74M	0.52%	24
2021 Q3	$3.23M	Buy	+64,868	New	+$3.34M	0.36%	39

Other funds holding GXDW

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

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

EWM

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

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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

TWM

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

HWP

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

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

CCP

Clarity Capital Partners Newport Beach, California $280M AUM 25.04% 1-Year Est. Return

SFMG Wealth Advisors's GXDW Position: Q1 2024 in Review

SFMG Wealth Advisors sold out of Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) in Q1 2024, closing a stake of 114,581 shares — an estimated $2.82M sold.

SFMG Wealth Advisors first reported a position in GXDW in Q3 2021 and held it in 10 quarters. The position peaked at $5.58M in Q1 2022. 23 funds tracked by Wall St. Rank hold GXDW as of Q1 2024.

SFMG Wealth Advisors reported no remaining Global X Funds Global X Dorsey Wright Thematic ETF position as of Q1 2024 after selling out during the quarter.
SFMG Wealth Advisors sold 114,581 Global X Funds Global X Dorsey Wright Thematic ETF shares in Q1 2024, an estimated $2.82M.
SFMG Wealth Advisors first reported a position in Global X Funds Global X Dorsey Wright Thematic ETF in Q3 2021 and held it in 10 quarters.
SFMG Wealth Advisors's Global X Funds Global X Dorsey Wright Thematic ETF position peaked at $5.58M in Q1 2022.
23 funds tracked by Wall St. Rank held Global X Funds Global X Dorsey Wright Thematic ETF as of Q1 2024.

Based on SFMG Wealth Advisors's 13F filing for Q1 2024, filed 7 May 2024.