Precision Wealth Strategies »

Global X Fds shares owned by Precision Wealth Strategies

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

Historical chart of Precision Wealth Strategies investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by Precision Wealth Strategies 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 Precision Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 14k 100.42
2025-06-30 $3.6M 36k 100.42
2025-03-31 $3.2M 32k 100.44
2024-12-31 $3.3M 33k 100.10

More positions owned by Precision Wealth Strategies

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Belpointe Prep Unit Rp Ltd Lb A (OZ)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Eafe (IEFA)
Netflix (NFLX)
Ge Aerospace Com New (GE)
Vanguard Bd Index Fds Intermed Term (BIV)
Meta Platforms Cl A (META)
Ishares Tr Hdg Msci Eafe (HEFA)
NVIDIA Corporation (NVDA)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Spdr Series Trust Nuveen Ice Short (SHM)
Palantir Technologies Cl A (PLTR)

View all positions for Precision Wealth Strategies

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