AQWA β€” GLOBAL X FDS

Ownership history in L.M. KOHN & COMPANY  Β·  5 quarters on record

AI Ownership Summary

L.M. KOHN & COMPANY reported GLOBAL X FDS (AQWA) in 5 quarterly 13F filings from 2024 Q2 through 2025 Q2. Peak portfolio weight reached 0.1% in 2025 Q2. The latest visible filing shows AQWA at 0.10% 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 AQWA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was L.M. KOHN & COMPANY'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 Q2

AQWA was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% 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
2024 Q2 to 2025 Q2

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 L.M. KOHN & COMPANY held AQWA β€” position size vs. price
% of Fund (quarterly)    AQWA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 UNCHANGED 20,300 β€” 0% 0.10% $385K 2025-08-04 $19.00
2025 Q1 ADDED 20,300 +4,700 +30.1% 0.09% $345K 2025-04-21 $16.68
2024 Q4 REDUCED 15,600 -4,700 -23.2% 0.07% $263K 2025-01-30 $17.05
2024 Q3 UNCHANGED 20,300 β€” 0% 0.10% $376K 2024-11-14 $17.48
2024 Q2 INITIATED 20,300 β€” β€” 0.09% $344K 2024-07-31 $17.77

FAQ About L.M. KOHN & COMPANY and AQWA

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

How long has L.M. KOHN & COMPANY reported owning AQWA?

L.M. KOHN & COMPANY reported AQWA across 5 quarterly 13F filings, from 2024 Q2 through 2025 Q2.

What was the largest reported AQWA position in L.M. KOHN & COMPANY's portfolio?

The largest reported portfolio weight for AQWA was 0.10% in 2025 Q2.

What is the latest reported AQWA position on this page?

The most recent filing on this page is 2025 Q2, when L.M. KOHN & COMPANY reported 20,300 shares, equal to 0.10% of portfolio, with an estimated market value of $385K.

What does the chart on this AQWA ownership page compare?

The chart compares L.M. KOHN & COMPANY's quarterly AQWA 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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