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Global X Fds shares owned by Portland Financial Advisors

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

Historical chart of Portland Financial Advisors investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds by Portland Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $256k 2.6k 100.42

More positions owned by Portland Financial Advisors

Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Omega Healthcare Investors (OHI)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Msci Gbl Min Vol (ACWV)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Bloomberg Invt (FLRN)
Spdr Series Trust Ssga Us Lrg Etf (LGLV)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)

View all positions for Portland Financial Advisors

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