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Global X Fds shares owned by KWB Wealth

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

Historical chart of KWB Wealth investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds by KWB Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.7M 104k 64.79

More positions owned by KWB Wealth

Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPTI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Series Trust State Street Spd (SPSM)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Capital Group Core Balanced SHS (CGBL)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Core Univrsl Usd (IUSB)
Columbia Etf Tr I Resh Enhnc Cor (RECS)

View all positions for KWB Wealth

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