Simplex Trading
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Simplex Trading’s Global X Guru Index ETF GURU Stock Holding History

Simplex Trading’s Portfolio GURU Stock Details GURU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-75
Closed -$3K – 9070
2025
Q1 		$3K Buy
+75
New +$3.83K ﹤0.01% 7813
2022
Q1 		– Sell
-18
Closed – – 10769
2021
Q4 		$0 Buy
+18
New +$878 ﹤0.01% 10832

Other funds holding GURU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Simplex Trading's GURU Position: Q2 2025 in Review

Simplex Trading sold out of Global X Guru Index ETF (GURU) in Q2 2025, closing a stake of 75 shares — an estimated $3K sold.

Simplex Trading first reported a position in GURU in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q1 2025. 17 funds tracked by Wall St. Rank hold GURU as of Q2 2025.

  • Simplex Trading reported no remaining Global X Guru Index ETF position as of Q2 2025 after selling out during the quarter.
  • Simplex Trading sold 75 Global X Guru Index ETF shares in Q2 2025, an estimated $3K.
  • Simplex Trading first reported a position in Global X Guru Index ETF in Q4 2021 and held it in 2 quarters.
  • Simplex Trading's Global X Guru Index ETF position peaked at $3K in Q1 2025.
  • 17 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q2 2025.

Based on Simplex Trading's 13F filing for Q2 2025, filed 5 Aug 2025.