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Global X Fds shares owned by Sound View Wealth Advisors Group

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

Historical chart of Sound View Wealth Advisors Group investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds by Sound View Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $365k 5.2k 70.24
2025-06-30 $289k 4.8k 60.25
2024-12-31 $202k 5.4k 37.41

More positions owned by Sound View Wealth Advisors Group

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibds Dec28 Etf (IBDT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ibonds Dec 29 (IBDU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec 2031 (IBDW)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)

View all positions for Sound View Wealth Advisors 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