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Global X Fds shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Global X Fds (BKCH) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $302k 3.5k 86.28

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Core Scientific (CORZ)
Managed Portfolio Series Kensington Hedge (KHPI)
Core Scientific *w Exp 01/23/202 (CORZW)
Bny Mellon Etf Trust High Yield Etf (BKHY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Franklin Templeton Etf Tr High Yield Corp (FLHY)
Thornburg Etf Tr Multi Sector Bd (TMB)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Ishares Tr Broad Usd High (USHY)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Global X Fds

Jpmorgan Chase & Co
Mirae Asset Global Etfs Holdings
Private Advisor
LPL Financial
Cetera Investment Advisers
Susquehanna International
Citadel Advisors
Emerald Advisors
Envestnet Asset Management
Mirae Asset Global Investments
Clarity Capital Partners
Jane Street
Wolverine Trading
Edmond De Rothschild Holding
Belvedere Trading

View all funds holding Global X Fds