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Global X Fds us pfd etf shares owned by Global Wealth Strategies & Associates

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

Historical chart of Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $64k 3.3k 19.40
2023-09-30 $5.1M 274k 18.81
2023-06-30 $4.4M 225k 19.39
2023-03-31 $4.1M 208k 19.86

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Ishares National Muni Bond Etf Etf (MUB)
Ishares U.s. Treasury Bond Etf Etf (GOVT)
Ishares Gold Trust Etf (IAU)
Vanguard Short-term Bond Etf Etf (BSV)
Energy Select Sector Spdr Fund Etf (XLE)
Sherwin Williams Stock (SHW)
Invesco Qqq Trust Series I Etf (QQQ)

View all positions for Global Wealth Strategies & Associates

Top funds holding Global X Fds us pfd etf

Bank of America Corporation
Wells Fargo & Company
Charles Schwab Investment Advisory
Orgel Wealth Management
Huntington Asset Advisors
CWM
State of Wisconsin - Board of Commissioners of Public Lands
Flaharty Asset Management
Lido Advisors
Fukoku Mutual Life Insurance
Assetmark
Creative Planning
Youngs Advisory
Kohmann Bosshard Financial Services
UBS Group

View all funds holding Global X Fds us pfd etf