SOA Wealth Advisors’s Global X Guru Index ETF GURU Stock Holding History

SOA Wealth Advisors’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
2026 Q3	$54.2K	Hold	800	–	–	0.01%	369
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

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return

SOA Wealth Advisors's GURU Position: Q3 2026 in Review

SOA Wealth Advisors held its Global X Guru Index ETF (GURU) position steady in Q3 2026 at 800 shares worth $54.2K. The position accounts for 0.01% of the portfolio, ranked #369.

SOA Wealth Advisors first reported a position in GURU in Q4 2020 and has held it in 24 quarters since. The position peaked at $56K in Q2 2026. 11 funds tracked by Wall St. Rank hold GURU as of Q3 2026.

SOA Wealth Advisors held 800 shares of Global X Guru Index ETF worth $54.2K as of Q3 2026.
SOA Wealth Advisors left its Global X Guru Index ETF share count unchanged in Q3 2026.
Global X Guru Index ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #369 holding.
SOA Wealth Advisors first reported a position in Global X Guru Index ETF in Q4 2020 and has held it in 24 quarters since.
SOA Wealth Advisors's Global X Guru Index ETF position peaked at $56K in Q2 2026.
11 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.