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Global X Fds shares owned by Capital & Planning

Quarter-by-quarter ownership of Global X Fds (SDIV) shares owned by Capital & Planning from 13F filings

Historical chart of Capital & Planning investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds by Capital & Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.4k 214 25.26

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View all positions for Capital & Planning

Top funds holding Global X Fds

Foguth Wealth Management
LPL Financial
Potomac Fund Management
Bank of America Corporation
Morgan Stanley
Principal Securities
Wells Fargo & Company
Jane Street
AE Wealth Management
Cetera Investment Advisers
Advisor Group Holdings
Envestnet Asset Management
Flow Traders US
Susquehanna International
Cambridge Investment Research Advisors

View all funds holding Global X Fds