JUNCTURE WEALTH STRATEGIES, LLC LIT β€” GLOBAL X FDS

Ownership history in JUNCTURE WEALTH STRATEGIES, LLC  Β·  23 quarters on record

AI Ownership Summary

JUNCTURE WEALTH STRATEGIES, LLC reported GLOBAL X FDS (LIT) in 23 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.5% in 2026 Q1. The latest visible filing shows LIT at 0.50% 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 LIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JUNCTURE WEALTH STRATEGIES, 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

LIT was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2026 Q1

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

Time in book
Holding Window
2025 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 JUNCTURE WEALTH STRATEGIES, LLC held LIT β€” position size vs. price
% of Fund (quarterly)    LIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 20,027 +15,098 +306.3% 0.50% $1.5M 2026-04-15 $79.64
2025 Q4 REDUCED 87.8% +14.6% ❌ 4,929 -35,427 -87.8% 0.11% $320K 2026-01-27 $75.20
21 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About JUNCTURE WEALTH STRATEGIES, LLC and LIT

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

How long has JUNCTURE WEALTH STRATEGIES, LLC reported owning LIT?

JUNCTURE WEALTH STRATEGIES, LLC reported LIT across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported LIT position in JUNCTURE WEALTH STRATEGIES, LLC's portfolio?

The largest reported portfolio weight for LIT was 0.50% in 2026 Q1.

What is the latest reported LIT position on this page?

The most recent filing on this page is 2026 Q1, when JUNCTURE WEALTH STRATEGIES, LLC reported 20,027 shares, equal to 0.50% of portfolio, with an estimated market value of $1.5M.

What does the chart on this LIT ownership page compare?

The chart compares JUNCTURE WEALTH STRATEGIES, LLC's quarterly LIT 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 JUNCTURE WEALTH STRATEGIES, LLC time their LIT position?

Based on 13F filing dates vs. subsequent LIT price moves, JUNCTURE WEALTH STRATEGIES, LLC correctly timed 12 out of 22 reported position changes (55%). The annualised alpha on LIT relative to SPY over the holding period was -7.6%.

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