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Global X Fds us pfd etf shares owned by Trajan Wealth

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

Historical chart of Trajan 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 Trajan 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 Trajan Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 108k 19.43
2025-06-30 $2.2M 117k 18.83
2025-03-31 $2.4M 124k 19.04

More positions owned by Trajan Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Meta Platforms Cl A (META)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Apple (AAPL)
Mastercard Incorporated Cl A (MA)
Roblox Corp Cl A (RBLX)
Amazon (AMZN)
AmerisourceBergen (COR)
Booking Holdings (BKNG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Enbridge (ENB)

View all positions for Trajan Wealth

Top funds holding Global X Fds us pfd etf

Orgel Wealth Management
Morgan Stanley
LPL Financial
Global X Japan
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
Flaharty Asset Management

View all funds holding Global X Fds us pfd etf