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Global X Fds shares owned by Lifelong Wealth Advisors

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

Historical chart of Lifelong Wealth Advisors investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds by Lifelong Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.6M 25k 64.79

More positions owned by Lifelong Wealth Advisors

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Series Trust State Street Spd (SPLG)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Fidelity Covington Trust Enhanced Mid (FMDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr U.s. Tech Etf (IYW)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Gold Tr Ishares New (IAU)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Oracle Corporation (ORCL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)

View all positions for Lifelong Wealth Advisors

Top funds holding Global X Fds

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

View all funds holding Global X Fds