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Global X Fds shares owned by Rise Advisors

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

Historical chart of Rise Advisors investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds by Rise Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $11k 205 51.00
2023-12-31 $9.3k 201 46.28
2023-09-30 $4.7k 201 23.32
2023-06-30 $6.2k 200 30.84

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Vanguard Value Etf 0 (VTV)
Dimensional Core Fixed Income Etf 0 (DFCF)
Janus Henderson Mortgage-backed Securities Etf 0 (JMBS)
Janus Henderson Short Duration Income Etf 0 (VNLA)
Dimensional U.s. Targeted Value Etf 0 (DFAT)
Financial Select Sector Spdr Fund 0 (XLF)
Industrial Select Sector Spdr Fund 0 (XLI)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund 0 (XSOE)
Paypal Hldgs 0 (PYPL)
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Microsoft Corp 0 (MSFT)
Amazon 0 (AMZN)
Berkshire Hathaway Inc Del Cl B 0 (BRK.B)
Alphabet Inc Cap Stk Cl C 0 (GOOG)

View all positions for Rise Advisors

Top funds holding Global X Fds

Mirae Asset Global Investments
Private Advisor
Stifel Financial
Jane Street
Clarity Capital Partners
Emerald Advisors
Cambridge Investment Research Advisors
Citadel Advisors
Merit Financial Group
Bank of America Corporation
Atlantic Edge Private Wealth Management
UBS Group
Cutler
Bbjs Financial Advisors
Tompkins Financial Corp

View all funds holding Global X Fds