SFS
GXDW

Sowell Financial Services’s Global X Funds Global X Dorsey Wright Thematic ETF GXDW Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-533
Closed -$25K – 2840
2021
Q1 		$25K Buy
533
+8
+2% +$407 ﹤0.01% 1963
2020
Q4 		$23K Buy
525
+75
+17% +$2.97K ﹤0.01% 1688
2020
Q3 		$15K Buy
450
+276
+159% +$9.42K ﹤0.01% 1684
2020
Q2 		$5K Hold
174
– – ﹤0.01% 1922
2020
Q1 		$4K Buy
+174
New +$4.56K ﹤0.01% 1935

Other funds holding GXDW

SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFM
Andesa Financial Management Allentown, Pennsylvania $195M AUM 2.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

Sowell Financial Services's GXDW Position: Q2 2021 in Review

Sowell Financial Services sold out of Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) in Q2 2021, closing a stake of 533 shares — an estimated $25K sold.

Sowell Financial Services first reported a position in GXDW in Q1 2020 and held it in 5 quarters. The position peaked at $25K in Q1 2021. 31 funds tracked by Wall St. Rank hold GXDW as of Q2 2021.

  • Sowell Financial Services reported no remaining Global X Funds Global X Dorsey Wright Thematic ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 533 Global X Funds Global X Dorsey Wright Thematic ETF shares in Q2 2021, an estimated $25K.
  • Sowell Financial Services first reported a position in Global X Funds Global X Dorsey Wright Thematic ETF in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's Global X Funds Global X Dorsey Wright Thematic ETF position peaked at $25K in Q1 2021.
  • 31 funds tracked by Wall St. Rank held Global X Funds Global X Dorsey Wright Thematic ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.