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Global X Fds shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Global X Fds (DTCR) 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 $361k 15k 23.96

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

Bank of America Corporation
LPL Financial
Morgan Stanley
Wells Fargo & Company
UBS Group
HighTower Advisors
Northwestern Mutual Wealth Management Company
Hedeker Wealth Management
Cetera Investment Advisers
Royal Bank of Canada
New Wave Wealth Advisors
Envestnet Asset Management
Foguth Wealth Management
Private Advisor
Advisor Group Holdings

View all funds holding Global X Fds