CWM »

Global X Funds shares owned by CWM

Quarter-by-quarter ownership of Global X Funds (SOCL) shares owned by CWM from 13F filings

Historical chart of CWM investment in Global X Funds

Tip: Access up to 7 years of quarterly data

All positions including Global X Funds held by CWM consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Global X Funds by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $12k 300 40.00
2023-12-31 $12k 300 40.00
2023-09-30 $11k 300 36.67
2023-06-30 $11k 300 36.67
2023-03-31 $11k 300 36.67
2019-03-31 $8.0k 264 30.30

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding Global X Funds

Daiwa Securities Group
Pnc Financial Services
Bank of America Corporation
Nbc Securities
UBS Group
Cambridge Investment Research Advisors
Jane Street
Joseph P. Lucia & Associates
Baird Financial
SOA Wealth Advisors
Royal Bank of Canada
Pathstone Holdings
Raymond James & Associates
Commonwealth Equity Services
Assetmark

View all funds holding Global X Funds