SOA Wealth Advisors’s Global X Guru Index ETF GURU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $56K | Hold |
800
| – | – | 0.01% | 371 |
|
|
2026
Q1 | $47.1K | Hold |
800
| – | – | 0.01% | 381 |
|
|
2025
Q4 | $50K | Hold |
800
| – | – | 0.01% | 372 |
|
|
2025
Q3 | $47.7K | Hold |
800
| – | – | 0.01% | 386 |
|
|
2025
Q2 | $42.9K | Hold |
800
| – | – | 0.01% | 390 |
|
|
2025
Q1 | $39.1K | Hold |
800
| – | – | 0.01% | 377 |
|
|
2024
Q4 | $39.9K | Hold |
800
| – | – | 0.01% | 359 |
|
|
2024
Q3 | $38.3K | Hold |
800
| – | – | 0.01% | 365 |
|
|
2024
Q2 | $34.6K | Hold |
800
| – | – | 0.01% | 361 |
|
|
2024
Q1 | $34.8K | Hold |
800
| – | – | 0.01% | 354 |
|
|
2023
Q4 | $32.3K | Hold |
800
| – | – | 0.01% | 350 |
|
|
2023
Q3 | $29K | Hold |
800
| – | – | 0.01% | 353 |
|
|
2023
Q2 | $29.7K | Hold |
800
| – | – | 0.01% | 358 |
|
|
2023
Q1 | $28.1K | Hold |
800
| – | – | 0.01% | 362 |
|
|
2022
Q4 | $27.2K | Hold |
800
| – | – | 0.01% | 359 |
|
|
2022
Q3 | $25K | Hold |
800
| – | – | 0.01% | 353 |
|
|
2022
Q2 | $26K | Hold |
800
| – | – | 0.01% | 346 |
|
|
2022
Q1 | $33K | Hold |
800
| – | – | 0.01% | 370 |
|
|
2021
Q4 | $38K | Hold |
800
| – | – | 0.01% | 332 |
|
|
2021
Q3 | $38K | Hold |
800
| – | – | 0.01% | 343 |
|
|
2021
Q2 | $39K | Hold |
800
| – | – | 0.01% | 343 |
|
|
2021
Q1 | $36K | Hold |
800
| – | – | 0.01% | 308 |
|
|
2020
Q4 | $37K | Buy |
+800
| New | +$33.2K | 0.01% | 300 |
|
Other funds holding GURU
SOA Wealth Advisors's GURU Position: Q2 2026 in Review
SOA Wealth Advisors held its Global X Guru Index ETF (GURU) position steady in Q2 2026 at 800 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #371.
SOA Wealth Advisors first reported a position in GURU in Q4 2020 and has held it in 23 quarters since. 2 funds tracked by Wall St. Rank hold GURU as of Q2 2026.
- SOA Wealth Advisors held 800 shares of Global X Guru Index ETF worth $56K as of Q2 2026.
- SOA Wealth Advisors left its Global X Guru Index ETF share count unchanged in Q2 2026.
- Global X Guru Index ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #371 holding.
- SOA Wealth Advisors first reported a position in Global X Guru Index ETF in Q4 2020 and has held it in 23 quarters since.
- 2 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q2 2026.
Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.