Global X Fds us pfd etf shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Global X Fds us pfd etf (PFFD) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in Global X Fds us pfd etf
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Quarterly reported holdings in Global X Fds us pfd etf by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $393k | 20k | 19.43 |
| 2025-06-30 | $381k | 20k | 18.83 |
| 2025-03-31 | $389k | 20k | 19.04 |
| 2024-12-31 | $426k | 22k | 19.50 |
| 2024-09-30 | $447k | 22k | 20.80 |
| 2024-06-30 | $396k | 20k | 19.66 |
| 2024-03-31 | $655k | 33k | 20.17 |
| 2023-12-31 | $559k | 29k | 19.39 |
| 2023-09-30 | $715k | 35k | 20.19 |
| 2023-06-30 | $811k | 42k | 19.50 |
| 2023-03-31 | $780k | 39k | 19.86 |
| 2022-12-31 | $894k | 46k | 19.37 |
| 2022-09-30 | $945k | 46k | 20.50 |
| 2022-06-30 | $474k | 18k | 26.43 |