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Global X Fds shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.7M 97k 100.36

More positions owned by EP Wealth Advisors

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for EP Wealth Advisors

Top funds holding Global X Fds

Harel Insurance Investments & Financial Services
LPL Financial
Sei Investments
Global X Japan
3EDGE Asset Management
Bleakley Financial Group
Capital Investment Advisors
Rhl Group
Cetera Investment Advisers
Mirae Asset Global Investments
Peterson Wealth Advisors
Accurate Wealth Management
WCG Wealth Advisors
Pacific Sage Partners
Verus Capital Partners

View all funds holding Global X Fds