SEA
GXDW

Stegent Equity Advisors’s Global X Funds Global X Dorsey Wright Thematic ETF GXDW Stock Holding History

Stegent Equity Advisors’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
2022
Q1 		– Sell
-19,490
Closed -$867K – 114
2021
Q4 		$867K Buy
+19,490
New +$954K 0.7% 49

Other funds holding GXDW

SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stegent Equity Advisors's GXDW Position: Q1 2022 in Review

Stegent Equity Advisors sold out of Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) in Q1 2022, closing a stake of 19,490 shares — an estimated $867K sold.

Stegent Equity Advisors first reported a position in GXDW in Q4 2021 and held it in 1 quarter. The position peaked at $867K in Q4 2021. 32 funds tracked by Wall St. Rank hold GXDW as of Q1 2022.

  • Stegent Equity Advisors reported no remaining Global X Funds Global X Dorsey Wright Thematic ETF position as of Q1 2022 after selling out during the quarter.
  • Stegent Equity Advisors sold 19,490 Global X Funds Global X Dorsey Wright Thematic ETF shares in Q1 2022, an estimated $867K.
  • Stegent Equity Advisors first reported a position in Global X Funds Global X Dorsey Wright Thematic ETF in Q4 2021 and held it in 1 quarter.
  • Stegent Equity Advisors's Global X Funds Global X Dorsey Wright Thematic ETF position peaked at $867K in Q4 2021.
  • 32 funds tracked by Wall St. Rank held Global X Funds Global X Dorsey Wright Thematic ETF as of Q1 2022.

Based on Stegent Equity Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.