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Global X Fds shares owned by Castle Rock Wealth Management

Quarter-by-quarter ownership of Global X Fds (CLIP) shares owned by Castle Rock Wealth Management from 13F filings

Historical chart of Castle Rock Wealth Management investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by Castle Rock Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds by Castle Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 22k 100.10
2025-06-30 $2.0M 20k 100.30
2025-03-31 $1.5M 15k 100.07
2024-12-31 $930k 9.3k 100.25
2024-09-30 $1.0M 10k 100.16