Fortis Group Advisors, LLC GXPT β€” GLOBAL X FDS

Ownership history in Fortis Group Advisors, LLC  Β·  1 quarter on record

AI Ownership Summary

Fortis Group Advisors, LLC reported GLOBAL X FDS (GXPT) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.04% in 2025 Q3. The latest visible filing shows GXPT at 0.04% 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 GXPT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fortis Group 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
2025 Q3

GXPT was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2025 Q3

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.

How Fortis Group Advisors, LLC held GXPT β€” position size vs. price
% of Fund (quarterly)    GXPT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED β€” β€” β€” 7,421 β€” β€” 0.04% $214K 2025-11-07 $27.58

FAQ About Fortis Group Advisors, LLC and GXPT

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

How long has Fortis Group Advisors, LLC reported owning GXPT?

Fortis Group Advisors, LLC reported GXPT across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported GXPT position in Fortis Group Advisors, LLC's portfolio?

The largest reported portfolio weight for GXPT was 0.04% in 2025 Q3.

What is the latest reported GXPT position on this page?

The most recent filing on this page is 2025 Q3, when Fortis Group Advisors, LLC reported 7,421 shares, equal to 0.04% of portfolio, with an estimated market value of $214K.

What does the chart on this GXPT ownership page compare?

The chart compares Fortis Group Advisors, LLC's quarterly GXPT 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.

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