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Global X Fds us pfd etf shares owned by Prepared Retirement Institute

Quarter-by-quarter ownership of Global X Fds us pfd etf (PFFD) shares owned by Prepared Retirement Institute from 13F filings

Historical chart of Prepared Retirement Institute 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 Prepared Retirement Institute 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 Prepared Retirement Institute

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 94k 19.43
2025-06-30 $2.2M 119k 18.83
2025-03-31 $2.5M 132k 19.04

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Fidelity Covington Trust Enhanced Large (FELG)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Cmbs Etf (CMBS)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Faln Angls Usd (FALN)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Trust For Professional Man Crossingbrdg Pre (SPC)

View all positions for Prepared Retirement Institute

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