SCM
GXDW

Stonehearth Capital Management’s Global X Funds Global X Dorsey Wright Thematic ETF GXDW Stock Holding History

Stonehearth Capital Management’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
Q2 		– Sell
-124,131
Closed -$4.64M – 86
2022
Q1 		$4.64M Buy
+124,131
New +$4.66M 2.41% 15

Other funds holding GXDW

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

Stonehearth Capital Management's GXDW Position: Q2 2022 in Review

Stonehearth Capital Management sold out of Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) in Q2 2022, closing a stake of 124,131 shares — an estimated $4.64M sold.

Stonehearth Capital Management first reported a position in GXDW in Q1 2022 and held it in 1 quarter. The position peaked at $4.64M in Q1 2022. 31 funds tracked by Wall St. Rank hold GXDW as of Q2 2022.

  • Stonehearth Capital Management reported no remaining Global X Funds Global X Dorsey Wright Thematic ETF position as of Q2 2022 after selling out during the quarter.
  • Stonehearth Capital Management sold 124,131 Global X Funds Global X Dorsey Wright Thematic ETF shares in Q2 2022, an estimated $4.64M.
  • Stonehearth Capital Management first reported a position in Global X Funds Global X Dorsey Wright Thematic ETF in Q1 2022 and held it in 1 quarter.
  • Stonehearth Capital Management's Global X Funds Global X Dorsey Wright Thematic ETF position peaked at $4.64M in Q1 2022.
  • 31 funds tracked by Wall St. Rank held Global X Funds Global X Dorsey Wright Thematic ETF as of Q2 2022.

Based on Stonehearth Capital Management's 13F filing for Q2 2022, filed 11 Jul 2022.