WH
BOSS

Willner & Heller’s Global X Founder-Run Companies ETF BOSS Stock Holding History

Willner & Heller’s Portfolio BOSS Stock Details BOSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-6,682
Closed -$227K – 143
2022
Q1 		$227K Buy
+6,682
New +$199K 0.28% 126

Other funds holding BOSS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Willner & Heller's BOSS Position: Q2 2022 in Review

Willner & Heller sold out of Global X Founder-Run Companies ETF (BOSS) in Q2 2022, closing a stake of 6,682 shares — an estimated $227K sold.

Willner & Heller first reported a position in BOSS in Q1 2022 and held it in 1 quarter. The position peaked at $227K in Q1 2022. 6 funds tracked by Wall St. Rank hold BOSS as of Q2 2022.

  • Willner & Heller reported no remaining Global X Founder-Run Companies ETF position as of Q2 2022 after selling out during the quarter.
  • Willner & Heller sold 6,682 Global X Founder-Run Companies ETF shares in Q2 2022, an estimated $227K.
  • Willner & Heller first reported a position in Global X Founder-Run Companies ETF in Q1 2022 and held it in 1 quarter.
  • Willner & Heller's Global X Founder-Run Companies ETF position peaked at $227K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held Global X Founder-Run Companies ETF as of Q2 2022.

Based on Willner & Heller's 13F filing for Q2 2022, filed 22 Jul 2022.