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Global X Fds shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Global X Fds (DTCR) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 75k 20.48
2025-06-30 $1.3M 70k 18.64
2025-03-31 $1.1M 66k 16.26

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

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