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Global X Fds us pfd etf shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of Global X Fds us pfd etf (PFFD) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.8M 209k 18.40
2024-12-31 $6.7M 343k 19.51

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View all positions for Independent Advisor Alliance

Top funds holding Global X Fds us pfd etf

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

View all funds holding Global X Fds us pfd etf