Global X Fds us pfd etf shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Global X Fds us pfd etf (PFFD) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Global X Fds us pfd etf
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All positions including Global X Fds us pfd etf held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Global X Fds us pfd etf by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12k | 605 | 19.43 |
| 2025-06-30 | $11k | 605 | 18.83 |
| 2025-03-31 | $12k | 605 | 19.04 |
| 2024-12-31 | $9.8k | 500 | 19.51 |
| 2024-09-30 | $10k | 500 | 20.78 |
| 2024-06-30 | $11k | 580 | 19.68 |
| 2024-03-31 | $6.1M | 303k | 20.16 |
| 2023-12-31 | $5.9M | 306k | 19.40 |
| 2023-09-30 | $5.5M | 290k | 18.81 |
| 2023-06-30 | $2.9M | 148k | 19.39 |
| 2023-03-31 | $2.6M | 131k | 19.86 |
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