GLOBAL X FDS

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IPAV·37960A446·US·ETF

IPAV (GLOBAL X FDS) is held by 4 institutional investors as of Q2 2026. Largest holders: Creative Planning ($233,350), Allworth Financial LP ($24,604), MORGAN STANLEY ($22,420). Net institutional sentiment: Bullish.

4

Holders

(2 Elite)

$283,008

Total Value

75% (4)

Consensus

3 buying - 1 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)32

Insider (Form 4)84

Activist (13D/13G)75

Congressional (STOCK Act)63

Holder Quality

29

★★★★★

Elite

33

★★★★

Strong

37

★★★

Solid

75

★★

Below

34

★

Weak

Held by 4 funds

2 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for IPAV.

Top Holders

Top Holders (4)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Creative Planning	New	7,265	$233,350	0.0%	+1.17%	32
Allworth Financial LP	New	766	$24,604	0.0%	+1.17%	26
MORGAN STANLEY	Decreased	698(-87.1%)	$22,420	0.0%	+8.39%	0
UBS Group AG	New	82	$2,634	0.0%	+1.17%	19

IPAVGLOBAL X FDS

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer