Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Pacific Excel Wealth Advisors »

Global X Fds shares owned by Pacific Excel Wealth Advisors

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

Historical chart of Pacific Excel Wealth Advisors investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Global X Fds by Pacific Excel Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$449k	6.3k	70.84

More positions owned by Pacific Excel Wealth Advisors

First Tr Exchange-traded Core Investment (FTCB)

Vanguard World Mega Grwth Ind (MGK)

Chevron Corporation (CVX)

First Tr Exchange Traded Nasd Tech Div (TDIV)

Vanguard World Mega Cap Val Etf (MGV)

First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)

First Tr Exchange-traded Growth Strength (FTGS)

Ishares Tr Core S&p500 Etf (IVV)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

First Tr Exchange-traded Limited Duration (FSIG)

First Tr Exchange-traded A Com Shs (FTA)

First Tr Exchange Traded Risng Divd Achiv (RDVY)

Spdr Series Trust State Street Spd (SPYV)

First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)

View all positions for Pacific Excel Wealth Advisors

Top funds holding Global X Fds

Bank of America Corporation

Harel Insurance Investments & Financial Services

Mirae Asset Global Etfs Holdings

Bank Of Montreal

Clal Insurance Enterprises Holdings

Envestnet Asset Management

Resources Investment Advisors

Merit Financial Group

Royal Bank of Canada

Sanctuary Advisors

View all funds holding Global X Fds

© 2026 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z