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Global X Fds shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Global X Fds (SDIV) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $210k 8.7k 23.98
2025-06-30 $278k 12k 23.61
2025-03-31 $273k 13k 20.97
2024-12-31 $330k 16k 20.62

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Global Reit Etf (REET)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Spdr Series Trust Portfli High Yld (SPHY)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

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