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Global X Fds shares owned by StoneCrest Wealth Management

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

Historical chart of StoneCrest Wealth Management investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by StoneCrest 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 StoneCrest Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.4M 77k 70.24
2025-06-30 $4.5M 75k 60.25

More positions owned by StoneCrest Wealth Management

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Putnam Etf Trust Focused Lar Cap (PVAL)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Amazon (AMZN)
Vaneck Etf Trust Semiconductr Etf (SMH)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Global X Fds Defense Tech Etf (SHLD)

View all positions for StoneCrest Wealth Management

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