Vertex Planning Partners »

Global X Fds shares owned by Vertex Planning Partners

Quarter-by-quarter ownership of Global X Fds (SHLD) shares owned by Vertex Planning Partners from 13F filings

Historical chart of Vertex Planning Partners investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Global X Fds by Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 35k 70.24

More positions owned by Vertex Planning Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Blackrock Etf Trust Ishares Intl Div (BIDD)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Hdg Msci Eafe (HEFA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)

View all positions for Vertex Planning Partners

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