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Global X Fds shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-12-31 $12M 177k 64.79
2025-09-30 $8.2M 117k 70.24
2025-06-30 $258k 4.3k 60.25

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Apple Common Stock (AAPL)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares U S MF Closed and MF Open (DYNF)
Goldman Sachs MF Closed and MF Open (GSEW)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Series Trust MF Closed and MF Open (SPYM)
Vanguard Total MF Closed and MF Open (BND)
Schwab Strategic Tr MF Closed and MF Open (SCHX)

View all positions for Integrated Wealth Concepts

Top funds holding Global X Fds

LPL Financial
Mirae Asset Global Etfs Holdings
Jpmorgan Chase & Co
Harel Insurance Investments & Financial Services
Royal Bank of Canada
Thrivent Financial for Lutherans
Sofi Wealth
Advisor Group Holdings
Envestnet Asset Management
Parkway Wealth Management Group
Merit Financial Group
Raymond James Financial
Resources Investment Advisors
Sanctuary Advisors
Cetera Investment Advisers

View all funds holding Global X Fds