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Global X Fds shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Global X Fds (CEFA) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by EverSource 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $294k 8.2k 36.00
2025-06-30 $185k 5.4k 34.34
2025-03-31 $67k 2.0k 33.55
2024-12-31 $5.4k 180 30.07

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View all positions for EverSource Wealth Advisors

Top funds holding Global X Fds

Hirtle Callaghan & Co
Leith Wheeler Investment Counsel
RMB Capital Management
Brown Brothers Harriman & Co.
Royal Bank of Canada
Pioneer Wealth Management Group
Courier Capital Corp
Alesco Advisors
Argent Trust
EverSource Wealth Advisors
Envestnet Asset Management
Gradient Investments
RFG Advisory
Dagco
Umb Bank N A

View all funds holding Global X Fds