Sound Financial Strategies Group »

Global X Fds shares owned by Sound Financial Strategies Group

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

Historical chart of Sound Financial Strategies Group investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by Sound Financial Strategies Group 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 Sound Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $916k 45k 20.48
2025-06-30 $818k 44k 18.64
2025-03-31 $734k 45k 16.26

More positions owned by Sound Financial Strategies Group

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Timothy Plan Intl Etf (TPIF)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Timothy Plan Us Lrgmd Cp Core (TPLC)
Ishares Tr Msci Usa Mmentm (MTUM)
First Tr Exchange-traded SHS (QQEW)
Kraneshares Trust Hedgeye Hedged E (KSPY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)

View all positions for Sound Financial Strategies 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