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Global X Fds shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of Global X Fds (SHLD) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth Management investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.1M 52k 59.71
2026-03-31 $416k 5.9k 70.84

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
State Street MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares U S MF Closed and MF Open (DYNF)
Ishares Core MF Closed and MF Open (AGG)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq MF Closed and MF Open (QQQ)
Alphabet Common Stock (GOOGL)
Amazon Common Stock (AMZN)
First Trust MF Closed and MF Open (FVD)
Principal Us MF Closed and MF Open (USMC)
Ishares Core MF Closed and MF Open (IEMG)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
First Trust MF Closed and MF Open (SDVY)

View all positions for Golden State Wealth Management

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