Stifel Financial
GXDW

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

Stifel Financial’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
Q4 		– Sell
-105,993
Closed -$2.75M – 3391
2022
Q3 		$2.75M Buy
105,993
+12,593
+13% +$381K ﹤0.01% 1252
2022
Q2 		$2.71M Buy
+93,400
New +$2.97M ﹤0.01% 1301

Other funds holding GXDW

SWA
SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $391M AUM 20% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return