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Global X Fds us pfd etf shares owned by Talon Private Wealth

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

Historical chart of Talon Private Wealth 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 Talon Private Wealth 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 Talon Private Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $777k 40k 19.51

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Bny Mellon Etf Trust Core Bond Etf (BKAG)
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Vanguard Scottsdale Fds Short Term Treas (VGSH)
Innovator Etfs Trust Us Eqty Ultra B (UDEC)
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)
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Ishares Tr Mbs Etf (MBB)
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Etf Ser Solutions Aptus Enhanced (JUCY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Talon Private Wealth

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
Envestnet Asset Management
CWM
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