CLOU — GLOBAL X FDS

Ownership history in HighMark Wealth Management LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which HighMark Wealth Management LLC reported a position in GLOBAL X FDS (CLOU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 25 — 0% 0.00% $592 $23.26
2025 Q2 UNCHANGED 25 — 0% 0.00% $594 $23.33
2025 Q1 UNCHANGED 25 — 0% 0.00% $535 $20.99
2024 Q4 UNCHANGED 25 — 0% 0.00% $610 $23.96
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CLOU price (monthly, adj. close)

Other funds also holding CLOU

As of 2025 Q4 — sorted by position size

Oder Investment Management, LLC 3Y 0.35% Kropog Financial Group, LLC 0.31% Clearwater Capital Advisors, LLC 3Y 7Y 0.2% MACROVIEW INVESTMENT MANAGEMENT LLC 3Y 7Y 0.17% MWA Asset Management 0.14% Insight Advisors, LLC/ PA 3Y 0.08% PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 3Y 0.06% Legacy Financial Advisors, Inc. 3Y 7Y 0.04% EFG International AG 0.03% Archford Capital Strategies, LLC 3Y 7Y 0.03%
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