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Global X Fds shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by Diversify 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 Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $363k 16k 22.77
2025-06-30 $367k 16k 23.04
2024-06-30 $218k 9.4k 23.20

More positions owned by Diversify Wealth Management

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Servicenow (NOW)
Meta Platforms Cl A (META)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Diversify Wealth Management

Top funds holding Global X Fds

Morgan Stanley
Envestnet Asset Management
Cetera Investment Advisers
Columbus Macro
Janney Montgomery Scott
Ironsides Asset Advisors
Cambridge Investment Research Advisors
LPL Financial
Creative Planning
Bedel Financial Consulting
Investment Partners Asset Management
Advisor Group Holdings
AXS Investments
Congress Wealth Management LLC / DE /
Leslie Global Wealth

View all funds holding Global X Fds