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Global X Funds shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of Global X Funds (SOCL) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in Global X Funds

Tip: Access up to 7 years of quarterly data

All positions including Global X Funds held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Funds by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.0k 100 40.37

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Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Schwab Strategic Tr Us Tips Etf (SCHP)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
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Ishares Tr Russell 2000 Etf (IWM)
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Ishares Tr Ishares Biotech (IBB)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Pacific Capital Wealth Advisors

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