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Global X Fds shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5k 71 20.49
2025-06-30 $1.3k 71 18.65
2025-03-31 $1.1k 68 16.26
2024-12-31 $1.1k 68 16.56

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Global X Fds

LPL Financial
HighTower Advisors
Hedeker Wealth Management
Morgan Stanley
Wells Fargo & Company
Cetera Investment Advisers
UBS Group
Centurion Wealth Management
Mirae Asset Global Investments
Potentia Wealth
Royal Bank of Canada
Raymond James Financial
Envestnet Asset Management
Alaska Permanent Capital Management
Private Advisor

View all funds holding Global X Fds