SHLD β€” GLOBAL X FDS

Ownership history in MA Private Wealth  Β·  1 quarter on record

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

πŸ” Peak position
1.3% (2025 Q4)
πŸ“Š Avg. % of fund
1.3%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    SHLD price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 120,709 β€” β€” 1.30% $7.8M $64.79

🏒 Other funds also holding SHLD

As of 2025 Q4 β€” sorted by position size

Sterling Manor Financial, LLC 3Y 4.74% WJ Wealth Management, LLC 3Y 3.2% Millington Financial Advisors, LLC 3Y 2.84% SOFI WEALTH, LLC 3Y 2.55% Laidlaw Wealth Management LLC 3Y 2.44% Buttonwood Financial Group, LLC 3Y 2.42% OAK FAMILY ADVISORS, LLC 3Y 2.35% StoneCrest Wealth Management, Inc. 2.16% Bensler, LLC 3Y 2.16% EQ LLC 3Y 2.02%
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