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Global X Fds lnty thmtc etf shares owned by Estate Planners Group

Quarter-by-quarter ownership of Global X Fds lnty thmtc etf (AGNG) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group investment in Global X Fds lnty thmtc etf

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds lnty thmtc etf held by Estate Planners Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds lnty thmtc etf by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $11k 307 35.88

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding Global X Fds lnty thmtc etf

Bright Futures Wealth Management
Daiwa Securities Group
Cetera Investment Advisers
Goss Wealth Management
LPL Financial
Paller Financial Services
REDW Stanley Financial Advisors
Lido Advisors
Susquehanna International
Raymond James Financial
Advisor Group Holdings
Oppenheimer & Co
Oder Investment Management
Insight Advisors, LLC/ PA
Stratos Wealth Partners

View all funds holding Global X Fds lnty thmtc etf