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Global X Fds shares owned by Acorn Wealth Advisors

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

Historical chart of Acorn Wealth Advisors investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $247k 10k 23.68
2023-12-31 $249k 11k 23.16
2023-09-30 $247k 11k 22.96
2023-06-30 $234k 11k 22.33
2023-03-31 $207k 9.0k 22.86

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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Microsoft Corporation (MSFT)
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Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard World Health Car Etf (VHT)
Dimensional Etf Trust Short Duration F (DFSD)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Acorn Wealth Advisors

Top funds holding Global X Fds

Janney Montgomery Scott
Bedel Financial Consulting
Investment Partners Asset Management
Princeton Global Asset Management
Creative Planning
Seed Wealth Management
Branch Banking & Trust Company
Ausdal Financial Partners
Rockefeller Capital Management
Castle Rock Wealth Management
Prospera Financial Services
Beacon Financial
CI Private Wealth
Walter & Keenan Financial Consulting
Paulson Wealth Management

View all funds holding Global X Fds