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Global X Fds us pfd etf shares owned by Medallion Wealth Advisors

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

Historical chart of Medallion Wealth Advisors 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 Medallion Wealth Advisors 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 Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $369k 20k 18.40
2025-12-31 $399k 21k 18.91
2025-09-30 $444k 23k 19.43
2025-06-30 $430k 23k 18.82
2025-03-31 $524k 28k 18.94
2024-12-31 $502k 26k 19.51

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View all positions for Medallion Wealth Advisors

Top funds holding Global X Fds us pfd etf

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

View all funds holding Global X Fds us pfd etf