Global X Fds us pfd etf shares owned by Nelson Roberts Investment Advisors
Quarter-by-quarter ownership of Global X Fds us pfd etf (PFFD) shares owned by Nelson Roberts Investment Advisors
from 13F filings
Historical chart of Nelson Roberts Investment 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 Nelson Roberts Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Global X Fds us pfd etf by Nelson Roberts Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $604k | 31k | 19.43 |
| 2025-06-30 | $465k | 25k | 18.83 |
| 2025-03-31 | $463k | 24k | 19.04 |
| 2024-12-31 | $585k | 30k | 19.51 |
| 2024-09-30 | $623k | 30k | 20.78 |
| 2024-03-31 | $583k | 29k | 20.16 |
| 2023-12-31 | $547k | 28k | 19.40 |
| 2023-09-30 | $554k | 29k | 18.81 |
| 2023-06-30 | $544k | 28k | 19.39 |
| 2023-03-31 | $637k | 32k | 19.86 |
| 2022-12-31 | $632k | 33k | 19.37 |
| 2022-09-30 | $671k | 33k | 20.50 |
| 2022-06-30 | $725k | 34k | 21.22 |
| 2022-03-31 | $1.5M | 65k | 23.51 |
| 2021-12-31 | $1.7M | 65k | 25.77 |
| 2021-09-30 | $1.6M | 64k | 25.76 |
| 2021-06-30 | $1.5M | 57k | 26.17 |
| 2021-03-31 | $1.2M | 45k | 25.51 |
More positions owned by Nelson Roberts Investment Advisors
View all positions for Nelson Roberts Investment Advisors