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Global X Fds shares owned by Carlson Financial

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

Historical chart of Carlson Financial investment in Global X Fds

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

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Quarterly reported holdings in Global X Fds by Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.9M 32k 59.73
2026-03-31 $2.2M 31k 70.84
2025-12-31 $1.9M 30k 64.79

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View all positions for Carlson Financial

Top funds holding Global X Fds

Bank of America Corporation
Harel Insurance Investments & Financial Services
LPL Financial
Jpmorgan Chase & Co
Mirae Asset Global Etfs Holdings
Morgan Stanley
Bank Of Montreal
Envestnet Asset Management
Raymond James Financial
Resources Investment Advisors
Merit Financial Group
Advisor Group Holdings
Stifel Financial
Northwestern Mutual Wealth Management Company
Sanctuary Advisors

View all funds holding Global X Fds