DJIA β€” GLOBAL X FDS

Ownership history in IFP Advisors, Inc  Β·  9 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported GLOBAL X FDS (DJIA) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows DJIA at 0.00% 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 DJIA ownership page tells you

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

DJIA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

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.

How IFP Advisors, Inc held DJIA β€” position size vs. price
% of Fund (quarterly)    DJIA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 4,529 +278 +6.5% 0.00% $95K 2026-04-13 $21.36
2025 Q4 ADDED 4,251 +54 +1.3% 0.00% $94K 2026-02-06 $22.12
2025 Q3 ADDED 4,197 +267 +6.8% 0.00% $92K 2025-12-02 $21.36
2025 Q2 ADDED 3,930 +1,082 +38.0% 0.00% $85K 2025-07-24 $19.86
2024 Q2 ADDED 2,848 +52 +1.9% 0.00% $65K 2024-07-30 $18.24
2023 Q4 ADDED 2,796 +46 +1.7% 0.00% $61K 2024-01-09 $17.22
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding DJIA

As of 2026 Q1 β€” sorted by position size

DHJJ Financial Advisors, Ltd. 3Y 0.0%

FAQ About IFP Advisors, Inc and DJIA

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

How long has IFP Advisors, Inc reported owning DJIA?

IFP Advisors, Inc reported DJIA across 6 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DJIA position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for DJIA was 0.00% in 2023 Q4.

What is the latest reported DJIA position on this page?

The most recent filing on this page is 2026 Q1, when IFP Advisors, Inc reported 4,529 shares, equal to 0.00% of portfolio, with an estimated market value of $95K.

What does the chart on this DJIA ownership page compare?

The chart compares IFP Advisors, Inc's quarterly DJIA 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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