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Global X Fds shares owned by Phoenix Wealth Advisors

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

Historical chart of Phoenix Wealth Advisors investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by Phoenix 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 Phoenix Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 53k 20.48
2025-06-30 $988k 53k 18.64
2025-03-31 $874k 54k 16.26
2024-12-31 $881k 53k 16.55
2024-09-30 $938k 53k 17.62
2024-06-30 $798k 53k 15.06
2024-03-31 $832k 54k 15.55
2023-12-31 $387k 27k 14.56