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Global X Fds shares owned by Stonebridge Financial Planning Group

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

Historical chart of Stonebridge Financial Planning Group investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds by Stonebridge Financial Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $234k 11k 20.48

More positions owned by Stonebridge Financial Planning Group

Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr U.s. Tech Etf (IYW)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Series Trust Portfli High Yld (SPHY)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
First Tr Exchange Traded Dj Glbl Divid (FGD)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

View all positions for Stonebridge Financial Planning 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