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Global X Fds shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.5M 15k 100.36

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Nvidia Corp Common Stock (NVDA)
Aptus Defined MF Closed and MF Open (DRSK)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Ishares Msci MF Closed and MF Open (QUAL)
State Street MF Closed and MF Open (SPY)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Vanguard S&p MF Closed and MF Open (VOO)
Invesco Qqq MF Closed and MF Open (QQQ)
Aptus Intl MF Closed and MF Open (IDUB)
State Street MF Closed and MF Open (SPYM)

View all positions for Integrated Wealth Concepts

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