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Global X Fds shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Global X Fds (SHLD) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $329k 5.5k 59.71

More positions owned by Confluence Wealth Services

Capital Group Dividend Value Etf Etf (CGDV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Russell 1000 Growth Etf Etf (IWF)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Capital Group Dividend Growers Etf Etf (CGDG)
Dimensional International Value Etf Etf (DFIV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Dividend Growth Etf Etf (DGRO)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Capital Group International Focus Equity Etf Etf (CGXU)
Ishares Msci Eafe Etf Etf (EFA)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Apple Stock (AAPL)

View all positions for Confluence Wealth Services

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