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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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. 20 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.
20 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.