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Global X Fds us pfd etf shares owned by Steel Peak Wealth Management

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

Historical chart of Steel Peak Wealth Management 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 Steel Peak Wealth Management 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 Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $321k 16k 19.61

More positions owned by Steel Peak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Tesla Motors (TSLA)
Advanced Micro Devices (AMD)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Palantir Technologies Cl A (PLTR)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Steel Peak Wealth Management

Top funds holding Global X Fds us pfd etf

Orgel Wealth Management
LPL Financial
Wells Fargo & Company
New York Life Investment Management
Mercer Global Advisors
Fukoku Mutual Life Insurance
Lido Advisors
CWM
Envestnet Asset Management
State of Wisconsin - Board of Commissioners of Public Lands
Full Sail Capital
Huntington Asset Advisors
Raymond James Financial
Creative Planning
Youngs Advisory

View all funds holding Global X Fds us pfd etf