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Global X Fds us pfd etf shares owned by Wagner Bowman Management

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

Historical chart of Wagner Bowman Management investment in Global X Fds us pfd etf

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All positions including Global X Fds us pfd etf held by Wagner Bowman Management 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 Wagner Bowman Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $559k 29k 19.43
2025-06-30 $478k 25k 18.83
2025-03-31 $275k 15k 19.04

More positions owned by Wagner Bowman Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Inf Tech Etf (VGT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Select Sector Spdr Tr Technology (XLK)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Dynamic Eqty Act
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Wagner Bowman Management

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