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Stratos Wealth Partners’s Global X Gold Explorers ETF NEW GOEX Stock Holding History

Stratos Wealth Partners’s Portfolio GOEX Stock Details GOEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-54,559
Closed -$1.92M – 1137
2020
Q4 		$1.92M Buy
54,559
+4,904
+10% +$171K 0.06% 274
2020
Q3 		$1.74M Buy
+49,655
New +$1.81M 0.06% 280
2016
Q4 		– Sell
-5,788
Closed -$222K – 740
2016
Q3 		$222K Buy
+5,788
New +$241K 0.02% 596

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HT
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stratos Wealth Partners's GOEX Position: Q1 2021 in Review

Stratos Wealth Partners sold out of Global X Gold Explorers ETF NEW (GOEX) in Q1 2021, closing a stake of 54,559 shares — an estimated $1.92M sold.

Stratos Wealth Partners first reported a position in GOEX in Q3 2016 and held it in 3 quarters. The position peaked at $1.92M in Q4 2020. 25 funds tracked by Wall St. Rank hold GOEX as of Q1 2021.

  • Stratos Wealth Partners reported no remaining Global X Gold Explorers ETF NEW position as of Q1 2021 after selling out during the quarter.
  • Stratos Wealth Partners sold 54,559 Global X Gold Explorers ETF NEW shares in Q1 2021, an estimated $1.92M.
  • Stratos Wealth Partners first reported a position in Global X Gold Explorers ETF NEW in Q3 2016 and held it in 3 quarters.
  • Stratos Wealth Partners's Global X Gold Explorers ETF NEW position peaked at $1.92M in Q4 2020.
  • 25 funds tracked by Wall St. Rank held Global X Gold Explorers ETF NEW as of Q1 2021.

Based on Stratos Wealth Partners's 13F filing for Q1 2021, filed 27 Apr 2021.