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Global X Fds shares owned by Crestwood Advisors

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

Historical chart of Crestwood Advisors investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds by Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7M 25k 70.84

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View all positions for Crestwood Advisors

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