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Global X Fds shares owned by Synergy Investment Management

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

Historical chart of Synergy Investment Management investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 33k 70.24

More positions owned by Synergy Investment Management

Vanguard Index Funds S&p 500 Etf Usd Equities (VOO)
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Equities (VUG)
Ishares Core MF Closed and MF Open (IVV)
Ishares U S MF Closed and MF Open (DYNF)
Spdr Portfolio MF Closed and MF Open (SPYG)
Invesco S&p MF Closed and MF Open (SPHQ)
Spdr Intermediate MF Closed and MF Open (SPTI)
Spdr Portfolio MF Closed and MF Open (SPYV)
Ishares Core MF Closed and MF Open (IEMG)
Ishares S&p MF Closed and MF Open (OEF)
Capital Group MF Closed and MF Open (CGDV)
First Trust MF Closed and MF Open (UCON)
Spdr Portfolio MF Closed and MF Open (SPTS)
Ishares A I MF Closed and MF Open (BAI)
Ishares Flexible MF Closed and MF Open (BINC)

View all positions for Synergy Investment Management

Top funds holding Global X Fds

LPL Financial
Jpmorgan Chase & Co
Mirae Asset Global Etfs Holdings
Royal Bank of Canada
Sofi Wealth
Thrivent Financial for Lutherans
Advisor Group Holdings
Merit Financial Group
Envestnet Asset Management
Sanctuary Advisors
Resources Investment Advisors
Raymond James Financial
Stifel Financial
Cetera Investment Advisers
AE Wealth Management

View all funds holding Global X Fds