LVW Advisors »

Global X Fds shares owned by LVW Advisors

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

Historical chart of LVW Advisors investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Global X Fds by LVW Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $243k 3.5k 70.24

More positions owned by LVW Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Ab Active Etfs Tax Aware Interm (TAFM)
Capital Group International SHS (CGIE)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Shrt Nat Mun Etf (SUB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for LVW Advisors

Top funds holding Global X Fds

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

View all funds holding Global X Fds