Activest Wealth Management ARGT — GLOBAL X FDS

Ownership history in Activest Wealth Management  ·  7 quarters on record

AI Ownership Summary

Activest Wealth Management reported GLOBAL X FDS (ARGT) in 7 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 2.33% in 2024 Q4. The latest visible filing shows ARGT at 0.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ARGT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Activest Wealth Management's position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ARGT was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.33% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ARGT stock page Activest Wealth Management fund profile Activest Wealth Management full holdings
How Activest Wealth Management held ARGT — position size vs. price
% of Fund (quarterly)    ARGT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 34,524 +3,904 +12.7% 0.57% $3.2M 2026-04-15 $93.89
2025 Q4 REDUCED 31.4% +2.1% ❌ 30,620 -14,038 -31.4% 0.52% $2.8M 2026-01-30 $98.20
2025 Q3 REDUCED 53.6% +32.4% ❌ 44,658 -51,582 -53.6% 0.63% $3.1M 2025-11-03 $94.71
2025 Q2 ADDED — — — 96,240 +1,079 +1.1% 1.97% $8.2M 2025-07-29 $84.51
2025 Q1 REDUCED 5.8% +5.0% ❌ 95,161 -5,866 -5.8% 2.06% $7.7M 2025-05-15 $92.36
2024 Q4 ADDED — — — 101,027 +75,872 +301.6% 2.33% $8.4M 2025-01-28 $83.17
2024 Q2 INITIATED — — — 25,155 — — 0.47% $1.4M 2024-07-30 $54.54

🏢 Other funds also holding ARGT

As of 2026 Q1 — sorted by position size

Breakout Capital Partners, LP 13.06% Parametrica Management Ltd 3Y 7Y 1.26% Duquesne Family Office LLC 3Y 7Y 1.07% ALTFEST L J & CO INC 3Y 7Y 0.66% Legacy Bridge, LLC 3Y 7Y 0.45% NLB Skladi, upravljanje premozenja, d.o.o. 0.36% Clear Creek Financial Management, LLC 3Y 0.18% Revisor Wealth Management LLC 0.18% RFG HOLDINGS, INC. 3Y 0.17% CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 3Y 7Y 0.13%

FAQ About Activest Wealth Management and ARGT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Activest Wealth Management reported owning ARGT?

Activest Wealth Management reported ARGT across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported ARGT position in Activest Wealth Management's portfolio?

The largest reported portfolio weight for ARGT was 2.33% in 2024 Q4.

What is the latest reported ARGT position on this page?

The most recent filing on this page is 2026 Q1, when Activest Wealth Management reported 34,524 shares, equal to 0.57% of portfolio, with an estimated market value of $3.2M.

What does the chart on this ARGT ownership page compare?

The chart compares Activest Wealth Management's quarterly ARGT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Activest Wealth Management time their ARGT position?

Based on 13F filing dates vs. subsequent ARGT price moves, Activest Wealth Management correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on ARGT relative to SPY over the holding period was +16.9%.

← Back to Activest Wealth Management Holdings