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Global X Fds shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 92k 23.98
2025-06-30 $1.0M 45k 22.55
2025-03-31 $663k 32k 20.97

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Microsoft Corporation Common Stock (MSFT)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Amazon Com Incorporated Common Stock (AMZN)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)
First Trust Preferred Securities And Income Etf Exchange Traded Fund (FPE)
Broadcom Incorporated Common Stock (AVGO)
Vanguard Value Etf Exchange Traded Fund (VTV)
Meta Platforms Incorporated Class A Common Stock (META)
Proshares Ultra S&p500 Exchange Traded Fund (SSO)

View all positions for Kingswood Wealth Advisors

Top funds holding Global X Fds

LPL Financial
Howard Capital Management
Morgan Stanley
Foguth Wealth Management
Potomac Fund Management
Advisor Group Holdings
Principal Securities
Synergy Financial Management
Cetera Investment Advisers
Wells Fargo & Company
Fifth Third Securities
Newbridge Financial Services Group
Envestnet Asset Management
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services

View all funds holding Global X Fds