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Global X Fds us pfd etf shares owned by New England Capital Financial Advisors

Quarter-by-quarter ownership of Global X Fds us pfd etf (PFFD) shares owned by New England Capital Financial Advisors from 13F filings

Historical chart of New England Capital Financial 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 New England Capital Financial 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 New England Capital Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $16k 823 19.43
2025-06-30 $16k 823 18.83

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Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
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Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Cohen & Steers Etf Trust Real Estate Acti (CSRE)
Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN)

View all positions for New England Capital Financial Advisors

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