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Global X Fds shares owned by Beacon Financial

Quarter-by-quarter ownership of Global X Fds (SHLD) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in Global X Fds

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

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Quarterly reported holdings in Global X Fds by Beacon Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.3M 103k 70.84
2025-12-31 $4.6M 71k 64.79
2025-09-30 $4.5M 64k 70.24

More positions owned by Beacon Financial

Wisdomtree U.s. Quality Dividend Growth Fund Us Qtly Div Grt (DGRW)
Vanguard Growth Index Fund Etf Shares Growth Etf (VUG)
Vanguard High Dividend Yield Index Fund Etf Shares High Div Yld (VYM)
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
First Trust Morningstar Dividend Leaders Index Fund SHS (FDL)
Berkshire Hathaway Class B Cl B New (BRK.B)
State Street Spdr Bloomberg 1-3 Month T-bill Etf State Street Spd (BIL)
Vanguard Value Index Fund Etf Shares Value Etf (VTV)
Ishares Treasury Floating Rate Bond Etf TRS FLT RT BD (TFLO)
Ishares U.s. Equity Factor Rotation Active Etf Ishares Us Equit (DYNF)
First Trust Value Line Dividend Index Fund SHS (FVD)
Ishares Core S&p Total U.s. Stock Market Etf Core S&p Ttl Stk (ITOT)
Vanguard Ftse Emerging Markets Index Fund Etf Shares Ftse Emr Mkt Etf (VWO)
First Trust Rising Dividend Achievers Etf Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)

View all positions for Beacon Financial

Top funds holding Global X Fds

Bank of America Corporation
LPL Financial
Harel Insurance Investments & Financial Services
Mirae Asset Global Etfs Holdings
Morgan Stanley
Bank Of Montreal
Clal Insurance Enterprises Holdings
Jane Street
Envestnet Asset Management
Resources Investment Advisors
Merit Financial Group
Royal Bank of Canada
UBS Group
Global X Japan
Sanctuary Advisors

View all funds holding Global X Fds