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Global X Fds nasdaq 100 cover shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Global X Fds nasdaq 100 cover (QYLD) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Global X Fds nasdaq 100 cover

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds nasdaq 100 cover held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds nasdaq 100 cover by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $407k 24k 17.01
2025-06-30 $360k 22k 16.72

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Sax Wealth Advisors

Top funds holding Global X Fds nasdaq 100 cover

Global X Japan
Morgan Stanley
LPL Financial
Wells Fargo & Company
Nissay Asset Management Corp
Advisor Group Holdings
Ameriprise Financial
Raymond James Financial
CWM
UBS Group
Cetera Investment Advisers
Royal Bank of Canada
Foguth Wealth Management
Brookstone Capital Management
Mirae Asset Global Etfs Holdings

View all funds holding Global X Fds nasdaq 100 cover