Barry Investment Advisors, LLC ASEA — GLOBAL X FDS

Ownership history in Barry Investment Advisors, LLC  ·  22 quarters on record

AI Ownership Summary

Barry Investment Advisors, LLC reported GLOBAL X FDS (ASEA) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.41% in 2025 Q2. The latest visible filing shows ASEA at 0.38% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ASEA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Barry Investment Advisors, LLC'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

ASEA was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2025 Q2

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

Time in book
Holding Window
2023 Q4 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.

ASEA stock page Barry Investment Advisors, LLC fund profile Barry Investment Advisors, LLC full holdings
How Barry Investment Advisors, LLC held ASEA — position size vs. price
% of Fund (quarterly)    ASEA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 88,292 +126 +0.1% 0.38% $1.7M 2026-04-23 $19.49
2025 Q4 REDUCED 12.1% +6.0% ❌ 88,166 -12,132 -12.1% 0.37% $1.6M 2026-02-09 $20.02
2025 Q3 ADDED — — — 100,298 +719 +0.7% 0.39% $1.7M 2025-10-22 $17.02
2025 Q2 ADDED — — — 99,579 +10,948 +12.4% 0.41% $1.7M 2025-07-17 $16.35
2025 Q1 ADDED — — — 88,631 +21,811 +32.6% 0.37% $1.4M 2025-05-01 $15.46
2024 Q4 ADDED — — — 66,820 +1,890 +2.9% 0.35% $1.1M 2025-01-23 $15.53
2024 Q3 REDUCED — — — 64,930 -1,187 -1.8% 0.34% $1.1M 2024-10-25 $16.03
2024 Q2 REDUCED — — — 66,117 -3,350 -4.8% 0.33% $982K 2024-08-14 $14.65
2024 Q1 REDUCED 7.7% -0.9% ✅ 69,467 -5,827 -7.7% 0.35% $1.0M 2024-04-18 $13.46
2023 Q4 ADDED — — — 75,294 +998 +1.3% 0.39% $1.2M 2024-02-09 $13.56
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ASEA

As of 2026 Q1 — sorted by position size

Boothe Investment Group, Inc. 3Y 7Y 4.75% Bravera Wealth 0.61% ES4, LLC 0.42% Corecam Pte. Ltd. 0.35% HARMONY ASSET MANAGEMENT LLC 0.06% MONECO ADVISORS, LLC 3Y 7Y 0.05% Fourth Dimension Wealth, LLC 0.01% OLD MISSION CAPITAL LLC 3Y 7Y 0.01% 4Thought Financial Group Inc. 3Y 0.01% TFC Financial Management, Inc. 3Y 0.0%

FAQ About Barry Investment Advisors, LLC and ASEA

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

How long has Barry Investment Advisors, LLC reported owning ASEA?

Barry Investment Advisors, LLC reported ASEA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ASEA position in Barry Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for ASEA was 0.41% in 2025 Q2.

What is the latest reported ASEA position on this page?

The most recent filing on this page is 2026 Q1, when Barry Investment Advisors, LLC reported 88,292 shares, equal to 0.38% of portfolio, with an estimated market value of $1.7M.

What does the chart on this ASEA ownership page compare?

The chart compares Barry Investment Advisors, LLC's quarterly ASEA 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 Barry Investment Advisors, LLC time their ASEA position?

Based on 13F filing dates vs. subsequent ASEA price moves, Barry Investment Advisors, LLC correctly timed 9 out of 18 reported position changes (50%). The annualised alpha on ASEA relative to SPY over the holding period was -3.5%.

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