National Wealth Management Group »

Global X Fds shares owned by National Wealth Management Group

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

Historical chart of National Wealth Management Group investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by National Wealth Management Group 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 National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 16k 70.24
2025-06-30 $689k 11k 60.25
2025-03-31 $368k 7.9k 46.55
2024-12-31 $208k 5.6k 37.41

More positions owned by National Wealth Management Group

T Rowe Price Etf Cap Appreciation (TCAF)
T Rowe Price Etf Price Blue Chip (TCHP)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Palantir Technologies Cl A (PLTR)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for National Wealth Management Group

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