Peterson Wealth Advisors »

Global X Fds shares owned by Peterson Wealth Advisors

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

Historical chart of Peterson Wealth Advisors investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Global X Fds by Peterson Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $22M 223k 100.17
2025-06-30 $25M 247k 100.42
2025-03-31 $25M 246k 100.15
2024-12-31 $19M 193k 100.14
2024-09-30 $12M 124k 100.50