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Global X Fds shares owned by K2 Financial

Quarter-by-quarter ownership of Global X Fds (CLIP) shares owned by K2 Financial from 13F filings

Historical chart of K2 Financial investment in Global X Fds

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All positions including Global X Fds held by K2 Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds by K2 Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $620k 6.2k 100.21
2025-06-30 $627k 6.3k 100.22
2025-03-31 $663k 6.6k 100.28
2024-12-31 $653k 6.5k 100.21

More positions owned by K2 Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Shrt Nat Mun Etf (SUB)
Spdr Series Trust Portfli High Yld (SPHY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for K2 Financial

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