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Global X Fds shares owned by West Wealth Group

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

Historical chart of West Wealth Group investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds by West Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.1M 122k 66.67

More positions owned by West Wealth Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard World Mega Cap Index (MGC)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Ishares Us Thema (THRO)
Blackrock Etf Trust Ishares A I Inno (BAI)
Apple (AAPL)
Ishares Tr Calif Mun Bd Etf (CMF)
Global X Fds Defense Tech Etf (SHLD)
J P Morgan Exchange Traded F Us Momentum (JMOM)

View all positions for West Wealth Group

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