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Global X Fds shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks Wealth Advisors investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $154k 2.2k 70.83
2025-06-30 $2.7k 43 62.14

More positions owned by Twin Peaks Wealth Advisors

Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares S&p 500 Value Etf Etf (IVE)
Nvidia Corporation Stock (NVDA)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Meta Platforms Inc Cl A Stock (META)
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)
Ishares Msci Eafe Value Etf Etf (EFV)
First Trust Enhanced Short Maturity Etf Etf (FTSM)
Amazon Stock (AMZN)
First Trust Smith Unconstrained Bond Etf Etf (UCON)

View all positions for Twin Peaks Wealth Advisors

Top funds holding Global X Fds

Bank of America Corporation
LPL Financial
Harel Insurance Investments & Financial Services
Mirae Asset Global Etfs Holdings
Morgan Stanley
Bank Of Montreal
Clal Insurance Enterprises Holdings
Jane Street
Envestnet Asset Management
Resources Investment Advisors
Merit Financial Group
Royal Bank of Canada
UBS Group
Global X Japan
Sanctuary Advisors

View all funds holding Global X Fds