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

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

Historical chart of Rooted 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 Rooted 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 Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $219k 11k 20.55
2024-06-30 $269k 14k 19.93
2024-03-31 $224k 11k 20.01
2023-12-31 $202k 10k 19.84

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Msci Total (IXUS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Reit Etf (SCHH)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)

View all positions for Rooted Wealth Advisors

Top funds holding Global X Fds us pfd etf

LPL Financial
Bank of America Corporation
Morgan Stanley
Global X Japan
Wells Fargo & Company
Orgel Wealth Management
State of Wisconsin - Board of Commissioners of Public Lands
CWM
Huntington Asset Advisors
Envestnet Asset Management
Hennion & Walsh Asset Management
Full Sail Capital
Advisors Management Group
Lido Advisors
Wright Fund Managment

View all funds holding Global X Fds us pfd etf