Rooted Wealth Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Global X Fds us pfd etf by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $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)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Core Msci Total (IXUS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Rooted Wealth Advisors

Top funds holding Global X Fds us pfd etf

Bank of America Corporation
Wells Fargo & Company
Charles Schwab Investment Advisory
Orgel Wealth Management
Huntington Asset Advisors
CWM
State of Wisconsin - Board of Commissioners of Public Lands
Flaharty Asset Management
Lido Advisors
Fukoku Mutual Life Insurance
Assetmark
Creative Planning
Youngs Advisory
Kohmann Bosshard Financial Services
UBS Group

View all funds holding Global X Fds us pfd etf