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Global X Fds adaptive us shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Global X Fds adaptive us (AUSF) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Global X Fds adaptive us

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds adaptive us held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds adaptive us by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 72k 42.70
2024-06-30 $3.7M 95k 39.68
2024-03-31 $3.7M 92k 40.87

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First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Global X Fds adaptive us

Wealth Enhancement Advisory Services
Tidemark
LPL Financial
Private Advisor
Arq Wealth Advisors
Concurrent Investment Advisors
Commonwealth Equity Services
Equitable Holdings
Able Wealth Management
Arete Wealth Advisors
Advisor Group Holdings
Merriman Wealth Management
Envestnet Asset Management
Cetera Investment Advisers
Muirfield Wealth Advisors

View all funds holding Global X Fds adaptive us