Global X Fds us pfd etf shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Global X Fds us pfd etf (PFFD) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in Global X Fds us pfd etf
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Quarterly reported holdings in Global X Fds us pfd etf by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $644k | 33k | 19.43 |
| 2025-06-30 | $620k | 33k | 18.83 |
| 2025-03-31 | $826k | 43k | 19.04 |
| 2024-12-31 | $859k | 44k | 19.51 |
| 2024-09-30 | $989k | 48k | 20.78 |
| 2024-06-30 | $936k | 48k | 19.68 |
| 2024-03-31 | $996k | 49k | 20.16 |
| 2023-12-31 | $1.3M | 66k | 19.40 |
| 2023-09-30 | $1.4M | 73k | 18.81 |
| 2023-06-30 | $1.3M | 68k | 19.39 |
| 2023-03-31 | $1.3M | 66k | 19.86 |
| 2022-12-31 | $1.1M | 54k | 19.37 |
| 2022-09-30 | $849k | 41k | 20.50 |