Montgomery Financial Services »

Global X Fds shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Global X Fds (SHLD) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by Montgomery Financial Services 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 Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $19k 315 59.71

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

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
Clal Insurance Enterprises Holdings
Merit Financial Group
Raymond James Financial
Jane Street
Envestnet Asset Management
Resources Investment Advisors
Advisor Group Holdings
Royal Bank of Canada

View all funds holding Global X Fds