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Global X Fds shares owned by Optivise Advisory Services

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

Historical chart of Optivise Advisory Services investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $299k 4.6k 64.79

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Ishares U S Etf Tr Short Duration B (NEAR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (CWB)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr S&p 100 Etf (OEF)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Value (VLUE)

View all positions for Optivise Advisory Services

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