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Global X Fds us pfd etf shares owned by Evolution Wealth Management

Quarter-by-quarter ownership of Global X Fds us pfd etf (PFFD) shares owned by Evolution Wealth Management from 13F filings

Historical chart of Evolution Wealth Management investment in Global X Fds us pfd etf

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds us pfd etf held by Evolution Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds us pfd etf by Evolution Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $90k 4.6k 19.43
2025-06-30 $129k 6.9k 18.83

More positions owned by Evolution Wealth Management

Innovator Etfs Trust Quity Managd Flr (SFLR)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Innovator Etfs Trust Power Buffer Set (PSTP)
Listed Fds Tr Shares Lag Cap (OVL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Listed Fds Tr Shares Core Bd (OVB)
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)

View all positions for Evolution Wealth Management

Top funds holding Global X Fds us pfd etf

Orgel Wealth Management
Morgan Stanley
LPL Financial
Global X Japan
Wells Fargo & Company
New York Life Investment Management
Mercer Global Advisors
Fukoku Mutual Life Insurance
Lido Advisors
Envestnet Asset Management
CWM
State of Wisconsin - Board of Commissioners of Public Lands
Full Sail Capital
Huntington Asset Advisors
Flaharty Asset Management

View all funds holding Global X Fds us pfd etf