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Global X Fds us pfd etf shares owned by Valeo Financial Advisors

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

Historical chart of Valeo Financial Advisors 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 Valeo Financial Advisors 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 Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $607k 29k 20.78
2024-06-30 $468k 24k 19.68
2021-03-31 $99k 3.9k 25.62
2020-12-31 $98k 3.8k 25.69
2020-09-30 $93k 3.8k 24.69
2020-06-30 $87k 3.7k 23.42

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View all positions for Valeo Financial Advisors

Top funds holding Global X Fds us pfd etf

LPL Financial
Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Global X Japan
Orgel Wealth Management
Huntington Asset Advisors
State of Wisconsin - Board of Commissioners of Public Lands
CWM
Envestnet Asset Management
Full Sail Capital
Hennion & Walsh Asset Management
Advisors Management Group
Lido Advisors
Flaharty Asset Management

View all funds holding Global X Fds us pfd etf