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Global X Fds shares owned by Private Wealth Asset Management

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

Historical chart of Private Wealth Asset Management investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds by Private Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $16k 666 24.44

More positions owned by Private Wealth Asset Management

Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)
Apple (AAPL)
First Tr Exchange-traded Fd Vi Smid Risng Etf Smid Risng Etf (SDVY)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)
Ssga Active Trust State Street Multi-asset Real Return Etf St Str Real Etf (RLY)
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)
Caterpillar (CAT)
Vanguard Real Estate Etf Real Estate Etf (VNQ)
Eli Lilly & Co. (LLY)
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)

View all positions for Private Wealth Asset Management

Top funds holding Global X Fds

LPL Financial
Bank of America Corporation
Morgan Stanley
Advisor Group Holdings
Wells Fargo & Company
Principal Securities
AE Wealth Management
Cetera Investment Advisers
Envestnet Asset Management
Raymond James Financial
Foguth Wealth Management
Fifth Third Securities
Flow Traders US
UBS Group
Cambridge Investment Research Advisors

View all funds holding Global X Fds