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Global X Fds shares owned by GeoWealth Management

Quarter-by-quarter ownership of Global X Fds (SDIV) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth Management investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.4M 64k 21.90
2023-06-30 $2.5M 112k 22.58

More positions owned by GeoWealth Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Invesco Actively Managed Etf Total Return (GTO)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Exchange Listed Fds Tr Cabana Target 13
Exchange Listed Fds Tr Cabana Target 7 (TDSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Exchange Listed Fds Tr Cabana Target 16
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)

View all positions for GeoWealth Management

Top funds holding Global X Fds

Credit Suisse
Bank of America Corporation
Jane Street
Advisor Group Holdings
Wells Fargo & Company
Bank Of Montreal
Royal Bank of Canada
UBS Group
Jpmorgan Chase & Co
Citadel Advisors
Fifth Third Securities
Mirae Asset Global Investments
Janney Montgomery Scott
Raymond James Financial Services Advisors
Flow Traders US

View all funds holding Global X Fds