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Global X Fds shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by WCG 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 18k 70.24

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Visa Com Cl A (V)
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Alphabet Cap Stk Cl C (GOOGL)
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View all positions for WCG Wealth Advisors

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