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Global X Fds shares owned by Compass Financial Services

Quarter-by-quarter ownership of Global X Fds (CLIP) shares owned by Compass Financial Services from 13F filings

Historical chart of Compass Financial Services investment in Global X Fds

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All positions including Global X Fds held by Compass Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds by Compass Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $63k 626 100.46
2025-06-30 $42k 420 100.51
2025-03-31 $42k 416 100.44
2024-12-31 $41k 412 99.99

More positions owned by Compass Financial Services

Spdr Portfolio MF Closed and MF Open (SPLG)
Wisdomtree Us MF Closed and MF Open (DGRW)
Jpmorgan MF Closed and MF Open (JPST)
First Trust MF Closed and MF Open (KNG)
Invesco Nasdaq MF Closed and MF Open (QQQM)
Jpmorgan MF Closed and MF Open (JEPQ)
SPDR S&P MF Closed and MF Open (VLU)
Invesco S&p MF Closed and MF Open (SPMO)
Ishares Core MF Closed and MF Open (DIVB)
Spdr Bloomberg MF Closed and MF Open (BIL)
First Trust MF Closed and MF Open (FDL)
Global X MF Closed and MF Open (XYLD)
Spdr Portfolio MF Closed and MF Open (SPYG)
Wisdomtree Equity MF Closed and MF Open (WTPI)
Invesco S&p MF Closed and MF Open (RSPA)

View all positions for Compass Financial Services

Top funds holding Global X Fds

Sei Investments
LPL Financial
Capital Investment Advisors
49 Wealth Management
Advisor OS
Mjp Associates
Accurate Wealth Management
Global X Japan
Peterson Wealth Advisors
Pasadena Private Wealth
Mirae Asset Global Etfs Holdings
APS Management Group
Advisor Group Holdings
Belpointe Asset Management
Alaethes Wealth

View all funds holding Global X Fds