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Global X Fds shares owned by Peak Wealth Management

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

Historical chart of Peak Wealth Management investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds by Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.4M 34k 70.84

More positions owned by Peak Wealth Management

Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Regeneron Pharmaceuticals (REGN)
John Hancock Exchange Traded Mortgage Backed (JHMB)
Ishares Tr Core Intl Aggr (IAGG)
Apple (AAPL)

View all positions for Peak Wealth Management

Top funds holding Global X Fds

LPL Financial
Mirae Asset Global Etfs Holdings
Harel Insurance Investments & Financial Services
Merit Financial Group
Sofi Wealth
Global X Japan
Advisor Group Holdings
Envestnet Asset Management
Raymond James Financial
Resources Investment Advisors
Sanctuary Advisors
Thrivent Financial for Lutherans
Cetera Investment Advisers
Stifel Financial
Parkway Wealth Management Group

View all funds holding Global X Fds