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Global X Fds shares owned by Napa Wealth Management

Quarter-by-quarter ownership of Global X Fds (IRVH) shares owned by Napa Wealth Management from 13F filings

Historical chart of Napa Wealth Management investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds by Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $317k 16k 19.94
2024-09-30 $1.5M 69k 21.53
2024-06-30 $672k 33k 20.47

More positions owned by Napa Wealth Management

Pacer Fds Tr Wealthshield (PWS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Series Portfolios Tr Adaptiv Select (ADPV)
Tidal Trust I Unlimited Hfeq E
Pacer Fds Tr Trendpilot Us Bd (PTBD)
Tidal Trust I Unlimited Hfgm (HFGM)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Simplify Exchange Traded Fun Managed Futures (CTA)
Ishares Gold Tr Shares Represent (IAUM)
Ishares Tr Tips Bd Etf (TIP)
Ea Series Trust Bridges Cap Tact (BDGS)
Pacer Fds Tr Trendpilot Fd (TRND)
NVIDIA Corporation (NVDA)
Global X Fds Bitcoin Trend St (BTRN)

View all positions for Napa Wealth Management

Top funds holding Global X Fds

Morgan Stanley

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